Author Topic: Figuring out how a unit trusts income is dispersed  (Read 778 times)

k290

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Figuring out how a unit trusts income is dispersed
« on: October 14, 2015, 10:57:09 AM »
By dispersed/distributed I mean how much I will likely get from each of the following categories: Capital Gains, Interest, and dividends. This could be 5 categories for international funds where local and foreign interest and dividends would be separated. The fact sheets with historical data from the various investment companies don't really say much. They really just tell me that an amount of X invested in the fund for Y years grew by Z%. That is really the most I am able to figure out.

I want to figure it out, for various unit trusts, in order to work out which ones will be most tax-beneficial in specific scenarios. But I am having difficulty even getting a rule of thumb for how much will be earned with respect to those three categories.

Does anyone know what I should be looking for? Please post examples if possible.  Thank you.
« Last Edit: October 14, 2015, 11:01:10 AM by k290 »

k290

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Re: Figuring out how a unit trusts income is dispersed
« Reply #1 on: October 17, 2015, 11:54:24 AM »
Obligatory bump