What is a high watermark?

What is a high watermark?

A high watermark is the highest value your investment has previously reached. Performance fees are charged only if your investment value goes above this level.

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    • How is the performance fee calculated for iRage fund?

      Performance fees are charged only when the fund earns returns above the hurdle rate (minimum return, e.g. 8%) and your investment value is higher than its previous peak (high watermark). The fee is applied only on the profits above these levels ...