/Calculate net returns / Include fees into results

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Calculate net returns / Include fees into results

You can upload gross returns and then let TopSheets to automatically calculate net performance.

1. Go to Program Terms / Fees.

2. Enter your management and incentive fees.

3. Set High-Water Mark to Yes or No.

4. Tick the Include fees into results checkbox.

  • AUM is not included in the calculation.
  • Fees can be included in the results of the program and the portfolio.
  • We can also share our sample spreadsheet with you on request.

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