United Legacy Income Fund Calculator
See how your investment could grow. Compare quarterly income distributions vs. reinvesting for compounded returns.
10% Gross Annual Return — 9% paid to you, 1% fund management
The fund targets a 10% annual return. Of that, 9% is distributed or credited to your account quarterly, and 1% is retained to cover fund management fees. There are no additional hidden costs.
Investment Details
The total dollar amount you plan to invest in the fund
$
The date your investment begins (used to project quarter-end dates)
Investment Options
How long you plan to keep your money invested
Choose to receive quarterly income or reinvest for compounded growth
This is an illustrative tool only and does not constitute an offer to sell or a solicitation to buy any security.
Always reference the Private Placement Memorandum (PPM) for complete terms, risks, fees, and conditions.
Assumes timely payments, no early withdrawals, and does not account for taxes. Past performance is not indicative
of future results. Performance is not guaranteed. Please consult a qualified financial advisor before making investment decisions.