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Return Calculation Methodology

The Freedom Index aims to provide free, open and independent indexes for the asset management community. This document shows all the methodologies used to calculate returns for the Freedom Index.

How do we calculate returns?

The Freedom Index calculates returns in local currency and GBP and hedged into GBP return where appropriate. The Freedom Index also computes and distributes Corporate Action Factors (CAF). This document will outline the formula used for each CAF and how they are included when calculating returns.

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How Local Returns are calculated

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How GBP and Hedged into GBP Returns are calculated

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How the Freedom Index deals with Corporate Action Factors

 

 

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