Investing WORKSHEET 4

Investing Worksheet 4: Financial math, returns, and share investing

Help students build confidence with real-world investing maths using this practical worksheet from the Investing book in the Marshmallow Money series.

This fourth worksheet helps learners apply mathematical thinking to real investing decisions. Through calculations involving percentage returns, inflation, compounding, capital gains, dividends, and total return, students develop the skills to analyse how investments grow over time.

Students will explore:

• Calculating investment growth and percentage returns
• Understanding inflation and real returns
• The power of compounding over time
• Comparing investment performance and risk
• Calculating capital gains and dividend income
• Understanding total return and dividend yield
• Comparing growth-focused vs income-focused investing strategies

Includes:

• Student financial maths activities and worked calculations
• Teacher solutions and worked answers
• Ideal for mathematics, business, economics, financial literacy, or homeschool learning

Designed to be used alongside Investing from the Marshmallow Money book series.

Format: Digital PDF download