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Local and GCC Equity Fund Licensed by the Kuwaiti CMA (LUIS/F/EQ/2020/0001)26 July 2021 Fund Objective & Strategy A regional equity fund that seeks to generate competitive returns within an acceptable

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How to fill out cumulative return since inception

01

Determine the starting value of the investment.

02

Determine the current value of the investment.

03

Subtract the starting value from the current value to calculate the total return.

04

Divide the total return by the starting value.

05

Multiply the result by 100 to get the cumulative return as a percentage.

Who needs cumulative return since inception?

01

Investors who want to track the overall performance of their investment since the beginning.

02

Fund managers who want to evaluate the success of their investment strategy over time.

03

Financial analysts who want to compare the performance of different investments over a long period.

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What is cumulative return since inception?

Cumulative return since inception is the total return on an investment since the initial investment date.

Who is required to file cumulative return since inception?

Investors or individuals who have made an investment and want to track the overall return on that investment.

How to fill out cumulative return since inception?

To calculate cumulative return since inception, you need to subtract the initial investment amount from the current investment value and divide it by the initial investment amount.

What is the purpose of cumulative return since inception?

The purpose of cumulative return since inception is to track the overall performance of an investment over time.

What information must be reported on cumulative return since inception?

The initial investment amount, the current investment value, and the calculation of the cumulative return since inception.

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