Investment trusts (IT)
These sheets are designed to analyse and report the income and losses of an Investment trust (IT).
Overview
To create an IT the user will first need to develop an
Investment business
sheet, then select Investment trust
as the business type from the dropdown. The computation can then be completed in the same way as a regular investment business.Complete the sheets
Income statement
Further columns are provided to allow you to analyse your income and expenses between revenue and capital. These
Revenue
and Capital
columns are displayed by default but can be hidden using the Show revenue and capital columns on Income Statement?
selector which can be found on the Permanent information
sheet, within the Options section.These additional
Revenue
and Capital
analysis columns are also present on the Expense and income analysis
sheets and the display of these is controlled by the same selector on the Permanent information
sheet.Maximum income retention calculation
The
Maximum income retention calculation
sheet can be inserted from the Insert
menu. This sheet is designed to calculate if additional distributions are required.Related Content
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Investment business
Format:
Article,
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