请问有关于fee是一定要披露吗?那tax要披露吗?
Khadri also reports:
“The quarterly return of the Westlake Fund was 4.07%. The quarterly return exceeded the performance of its benchmark, the Russell 2000 Index, by 0.16%. Investors should not expect this type of performance to continue into the foreseeable future.*
* Additional detailed information available upon request.”
Are Khadri’s newsletter comments regarding returns consistent with the CFA Institute Standards?
A Yes
B No, because Khadri used an inappropriate benchmark
C No, because Khadri did not disclose whether the performance results are before or after fees
答案:C