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Living Super Managed Investment Options Performance Effective Date: 31 July 2015 For the current interest rates applicable to the Living Super Cash Hub and Term Deposits please visit ingdirect.com.AU
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How to fill out managed investment options performance:

01
Start by gathering all relevant information about the investments. This includes the names of the investments, the dates of purchase and sale, and the amounts invested.
02
Create a table or spreadsheet to organize the information. Include columns for the investment names, purchase dates, sale dates, amounts invested, and any returns or profits earned.
03
Determine the performance metrics to include in the report. This may vary depending on the specific needs of the investor or the company. Common performance metrics include return on investment (ROI), annualized return, and volatility.
04
Calculate the performance metrics for each investment. Use the formulas or methods appropriate for each metric. For example, ROI can be calculated by subtracting the initial investment from the final value and dividing by the initial investment.
05
Fill in the table or spreadsheet with the calculated performance metrics for each investment.
06
Review the completed performance report to ensure accuracy and consistency. Double-check calculations and make any necessary adjustments.
07
Format the report in a clear and organized manner. Use headings, subheadings, and formatting tools to make the information easily readable.
08
Consider including any additional information or analysis that may be relevant. This could include a comparison of the investment performance to a benchmark or a discussion of any trends or patterns observed.
09
Save the completed report and distribute it to the intended audience, whether it is the investor themselves or a group of stakeholders.

Who needs managed investment options performance?

01
Individual investors who want to track the performance of their investments and make informed decisions about their portfolio.
02
Financial advisors or investment managers who need to provide performance reports to their clients or stakeholders.
03
Pension funds, endowments, and other institutional investors that need to monitor the performance of their investments for regulatory compliance or reporting purposes.
04
Companies that offer managed investment options to their employees as part of their retirement plans, in order to assess and report the performance of these options.
05
Regulatory bodies or government agencies that oversee the investment industry and require performance reports for monitoring and enforcement purposes.
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Managed investment options performance refers to the overall performance of investment options managed by a fund manager.
Fund managers are required to file managed investment options performance.
Managed investment options performance can be filled out by providing detailed information on the performance of each investment option.
The purpose of managed investment options performance is to provide transparency and accountability to investors regarding the performance of their investments.
Information such as returns, expenses, and risk factors must be reported on managed investment options performance.
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2012 2013 ABN SFS8 AFSL Superannuation INGD au ingdirect RSE L0000635 issuer Hedged accrued applicable Inception calculation Trustee indicator Promoter ING

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