Unit Trust Investment Profit & Loss Calculator

This calculator allows users to estimate the profit or loss on their unit trust investments under the CPF Investment Scheme-Ordinary Account (CPFIS-OA) and CPF Investment Scheme-Special Account (CPFIS-SA).

Important Notes

This e-Service may take you 3 minutes to fill in.
Please read the Disclaimer before proceeding further.

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Type of CPF Investment Scheme

CPFIS-OA CPFIS-SA

Number of units bought e.g. 1111

Amount paid for investment

e.g. 123.23

Date bought

e.g. yyyy

Date sold (or date of calculation)

e.g. yyyy

Bid/selling price (per unit)

e.g. 75.4567

Redemption charge/back-end load (if any)

e.g. 123.4321

Performance fees (if any)

e.g. 123.23