Fund Fact Sheet Template
Help investors more make informed investment decisions regarding their investments based on information shown such as asset allocation risk information and historical performance for the investment.
Fund fact sheet template. You will save resources spent on your monthly or quarterly fact sheet update process. I needed some marketing materials and pavel and fundpeak were terrific. Get your fund fact sheet updated on demand without wasting your team s time. A fun fact sheet template that can be used if not for business purposes.
Show investors and future investors how your mutual fund is doing and other important information such as the objective of the fund through the use of our fund fact sheet template. Applications to use include ms word and pages. Using a template in creating a fund fact sheet is easy. A fact sheet design template where you can either keep the design to a minimum or play with different fonts and typographies.
Templates will help you create a fund fact sheet faster and with less hassle. At such a low price you would get to edit and customize this template however you want. These important information include their basic information like an individual s name age religion and so on. A personal fact sheet is a brief summary of important information about an individual.
Here s how you should do it. But first you must choose a template that is appropriate for your fund fact sheet. Topsheets and a web site were done quickly and both were extremely well done. Then download our ready made fund fact sheet template to produce a professional looking report.
Many well designed ready made fund factsheet templates to choose from. Fund fact sheet template sizes fund fact sheets follow the standard sizes of formal business documents. Take a look at fund factsheet template samples below. Language versions all ready made templates are available in english french spanish german chinese or russian.
I d hire them again in a minute. Just copy and paste short code snippets. Fund widgets widgets allow you to add parts of your factsheet into a website. Your fact sheet is up to date and ready for distribution everyday.
The file is supported by google docs and can easily be sent online with no hassle. The good news is there are many fund fact sheet templates that you can find on the internet. Fundpeak is a provider of secure fund portals and fund marketing tools such as fund fact sheets and websites. A blank fact sheet template which you can use to manipulate in any way you want to.
The whole factsheet can be reproduced on your website. Avoid manual template updates and the associated errors through our automated fund fact sheet creation process. Also included is the individual s work history and experience their educational background skills abilities and characteristics.