UTC Unit Trust Tools

Information and Calculation Tools for the Unit Trust industry.

Calculations for individuals to do own financial planning. Unit Trust Consultants (UTC) can use the tools to do financial planning and service their Unit Trust investors.

The tools include functions:

a) Estimate EPF for next few withdrawals.

b) Calculate EPF Withdrawal amount for Unit Trust investments.

c) EPF Basic Savings table for different age.

d) EPF Withdrawal sample calculation.

e) EPF Annual Dividend Rates

f) EPF Savings Future Value

g) Personal Income Tax rate

h) Calculate TVM.

i) Calculate Future Value for Lump Sum and Monthly investments.

j) Calculate Monthly investment amounts required to achieve a target amount within certain years.

k) Calculate total units and Average Cost per unit for new and additional investments.

l) Calculate Total and Annualized returns based on different yearly returns.

m) Calculate Simple and Annualized Returns of an investment.

n) Calculate yearly Retirement investment amount required based on current expenses, inflation and investment returns.

o) Calculate yearly Education investment amount required based on current fees, inflation and investment returns.

p) Calculate Asset Allocation Percentage and Rebalance amount.

q) Calculate current age and days to retirement.

r) QR Code reader.