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Apportioning Ownership within an Investment Club

One method of keeping track of members' proportionate share of an Investment Club's income and gains is a system based on Equal Ownership, whereby each club member contributes an equal amount on a fixed date each month. The primary benefit of using an Equal Ownership system, is simplicity.

However, using the Equal Share Ownership scheme to account for ownership becomes a challenge if a club member:

  • misses a monthly payment
  • makes a late payment
  • needs to withdraw money
  • wishes to increase or decrease their monthly contribution
  • is new and cannot afford to pay the historical monthly subscriptions that have been paid by legacy club members

To get around these problems, the majority of investment clubs implement a Unit Valuation System (UVS) to apportion ownership between Investment Club members. The Unit Valuation System enables club members to make flexible monthly subscriptions (contributions) and withdrawals through the process of purchasing and cancelling units. As a performance metric the Unit Valuation System's strength lies in the ability to apportion ownership at any point in time, as club members buy and sell units through making subscriptions and withdrawals.

The primary benefit of using a Unit Valuation System is flexibility to make varying subscriptions at any point in time. The UVS approach addresses the short comings of the Equal Ownership system, however a potential consideration when adopting a UVS approach is voting rights, as members with a larger holdings may require additional voting rights on investment decisions. Some clubs choose to base investing voting rights on unit ownership, however for none investment decisions each club member has an equal vote.

Using timetotrade Treasurers can manage either Equal Ownership or Unit Valuation Systems, and then generate the necessary reports for investment club meetings.

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The information and data provided is for educational and informational purposes only. Interpretation and use of the information and data provided is at the user's own risk. All information and data on this website is obtained from sources believed to be accurate and reliable. However, errors or omissions are possible due to human and/or mechanical error. All information and data is provided "as is" without warranty of any kind. We make no representations as to the accuracy, completeness, or timeliness of the information and data on this site and we reserve the right, in its sole discretion and without any obligation, to change, make improvements to, or correct any errors or omissions in any portion of the services at any times. Past performance is not a guarantee of future results. Trading carries a high level of risk to your capital and can result in losses that exceed your deposits. It may not be suitable for everyone so please ensure you fully understand the risks involved.

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