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Local and GCC Equity Fund Licensed by the Kuwaiti CMA (LUIS/F/EQ/2020/0001)31 March 2020 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 1-month return

01
Gather the daily returns data for the asset
02
Calculate the daily returns by taking the percentage change in price from one day to the next
03
Sum up the daily returns for the past month to get the cumulative 1-month return

Who needs cumulative 1-month return?

01
Investors who want to track the performance of an asset over a one-month period
02
Financial analysts who use the return metric as part of their analysis
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Cumulative 1-month return is the total return on an investment over the course of one month, taking into account any gains or losses.
Individuals or entities who have investments or financial assets that generate returns are required to file cumulative 1-month return.
To fill out cumulative 1-month return, you need to calculate the total return on your investments for the month and report this information to the appropriate tax authorities.
The purpose of cumulative 1-month return is to track the performance of investments over a short period of time and provide information for tax reporting purposes.
On cumulative 1-month return, you must report the total return on investments, including any gains or losses, for the specific month.
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