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Are Morningstars Returns/Performance Figures Before or After Tax?

April 26, 2017figures morningstar PERFORMANCE returns tax

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Are Morningstars Returns/Performance Figures Before or After Tax?

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The returns/performance figures for investment trusts are displayed before tax, i.e. tax is paid by the individual investor. The returns/performance figures for superannuation funds are displayed after the 15.0 percent superannuation tax rate has been taken into account i.e. they are net of tax.