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.