Returns & Performance

Capital Gain

Definition

What is Capital Gain?

The profit made when an asset or fund unit is sold for more than its cost.

Example in practice

Units bought for $100,000 are redeemed for $118,000, creating an $18,000 capital gain before costs and tax.

Keep learning

The complete investment result from price changes plus income, assuming distributions are included.

A payment made from a company's profits to eligible shareholders.

Income or realised gains paid by a fund to its unitholders.

The recurring fee paid from fund assets to the fund manager for managing the portfolio.

Think you know your investing terms?

Put your knowledge to the test with a quick quiz.