FUND PERFORMANCE INDICATORS
In reviewing the performance of unit trust funds, an investor must be familiar with the following definitions of fund returns or performance indicators:
Total Returns - the percentage change in a fund's price (adjusted for splits and distribution paid out) for the period.
Average Annual Return - The percentage change in a fund's price (adjusted for splits and distribution paid out) for the period divided by the number of years under review. It is used to compare unit trust returns over periods exceeding one year.
Distribution Yield - Distribution paid to unitholders out of the trust's income (derived from capital gains, dividend and interest / profit income) measured as a percentage of a fund's selling price.
