Meaning Capital return
What does Capital return mean? Here you find 4 meanings of the word Capital return. You can also add a definition of Capital return yourself
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Capital returnMorningstar provides the portion of a fund’s total returns that was generated by realized and unrealized increases in the value of securities in the portfolio.
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Capital returnThe change in the market price plus gain distributions, usually shown as a percentage.
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Capital returnThe rate of return on an investment excluding income received, generally generated by increases in the value of assets in a portfolio.
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Capital returnCapital return is calculated as the change in capital value of the UK portfolio, less any capital expenditure incurred, expressed as a percentage of capital employed (start value plus capital expenditure) over the period, as calculated by IPD. Capital returns are calculated monthly and indexed to provide a return over the relevant period.
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