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7 Tips to Creating the Perfect Fund Fact Sheet

7 TIPS ABC Portfolio Fund 1 ABC CAPITAL TO CREATING THE Ponfect FUND FACT SHEET fund management All data as at 28 June 2013 unless otherwise stated 4 LOGO - USE EPS FILES Investment Strategy Fund Manager Assertively expedite quality platforms for exceptional collaboration and idea-sharing. Make sure you use EPS (vector) based images for logos. No one wants to see a pixelated logo on your beautiful fact sheet! Assertively expedite quality platforms for exceptional collaboration and idea-sharing. Dramatically facilitate fully tested systems through diverse expertise. Compellingly fabricate mission-critical infrastructures Dramatically facilitate fully AB vis-a-vis standardized materials. Tested systems Read more at Enthusiastically disintermediate virtual schemas and Performance sticky deliverables. Authoritatively optimize next generation platforms after business niche markets. 3 Year All Time 1 Year command Efficiently incubate future-proof action items. opnon 7.04% 17.07% 18.23% 1 COLORS - LESS IS MORE Key Information 5 USE FUND MANAGER PHOTOS Fund manager Mash Patel, ABC Capital 10.9% 16-08-2013 10 First dealing date 1 March 2010 Use only your corporate color scheme - if you need more colors use neutral tones like grays and Use high quality photos to accompany fund manager commentaries/bios. People images bring your fact sheets to life. Fund size (millions) £33.10M Comparative sector IMA Unclassified No. of holdings 30 shades of your main color(s). Ex-dividend date Jan 31 PANTONE Feb 28 Payment date Product availability ISA, Savings Plan, Accumulation Аце 2012 Share type Nov 2012 Feb 2012 May 2013 Aug 2013 ISIN number GBOOB3YTRE45 2 TABLES - AVOID VERTICAL RULES Risk Rating 6 USE LABELS ON CHARTS Citicode KU99 SEDOL code B3MLP08 3 6 Vertical rules in tables can be ugly and visually distracting. Try using alternating row tints and more white space instead. Try using labels on charts to highlight the important information you want your readers to see. Asset Allocation 14.00% (1) POUND STERLING 14.49% (2 SPDR CAPITAL 1-5 YEAR GILT 11.16% 12.00N (3 UK PROPERTY A ACC 9.56% 10.00N (4) FTSE 100 ETF 6.83% 5) STRATEGIC BOND I INC 6 MARKIT IBOXX GBP BONDS (7) STRATEGIC BOND I INC 5.16% 5.13% 6.00% 3 DON'T USE A PIE CHART 7 CUSTOMIZE RISK RATINGS 4.84% 4.00% (8 S+P 500 ETF (USD) 4.71% 10 2.00% (9) HORIZON TOTAL RETURN BOND 4.70% Pie charts can be misleading. Create a custom risk rating with your branding. Your compliance team will be happier, your readers will be better informed. 10 EUROPEAN GROWTH I ACc 3.66% Would a bar chart tell a more 0.00% accurate story? Can also work better for mono printing. Low to Dramatically reinvent leveraged human capital without efficient synergy. Conveniently expedite unique catalysts for change v best practices. Uniquely implement synergistic e-commerce and transparent paradigms. Competently implement standardized e-services for performance based expertise. Enthusiastically repurpose resource-leveling total linkage with standards compliant convergence. end-to-end moderate Read more at atende Read more at View a gallery with our clients' beautiful fund fact sheets at: KURTOSYS BEAUTIFUL SOFTWARE ©2013 Kurtosys Systems. All rights reserved.

7 Tips to Creating the Perfect Fund Fact Sheet

shared by lukehinch on Sep 05
If you work in Fund Marketing, then you know the importance design plays in communicating fund information to investors. From getting your branding spot on, to using chart labels, it’s the details t...


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