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  1. K

    Rate of Return for Managed Fund

    Internal Rate of Return In case anyone else in interested in performing this same computation, here are the details. It is possible to compute a rate of return known as the "internal rate of return" or IRR. Those familiar with the PIA software will be familiar with this concept, since IRR...
  2. K

    Rate of Return for Managed Fund

    Hi Joe, Your suggestions were certainly issues I had considered. In our case the managed fund is in my wife's name (rather than in trust) and since she is only a part-time worker the tax implications are relatively small. Therefore rather than having to achieve a return equal to double...
  3. K

    Rate of Return for Managed Fund

    I would like to think I am quite good at mathematics (and Excel) but this one has me a little beat. When our daughter was born we immediately set up a managed fund to which we shall contribute $100 per month until she turns 18. (How we'll use that money for her I'm not sure !) That was in...
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