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Understanding Investment Equity

Updated over 3 months ago

When an investor joins a fund, an investment account is created to track the Fund Manager's trades within that fund. The current value within this investment is called investment equity.

Investment equity represents the sum of the initial investment amount plus trading results from all orders, minus any fees paid and withdrawals. The calculation is:

Investment Equity = Investment amount + Investment orders (Profit or Loss) - Fees paid - Sum of distributed profit

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