A Factsheet is a one-page document that provides an overview of a fund's key attributes, such as strategy, performance, risk metrics, and management team.
A Factsheet is a concise, one-page document commonly used in the investment industry to provide a snapshot of a fund's key characteristics. It typically includes a summary of the fund's strategy, historical performance, volatility, drawdown, and other relevant metrics. The Factsheet is designed to give potential investors an at-a-glance view of the fund's objectives, risks, and returns. It can be an essential tool for both allocators and fund managers to quickly assess the potential suitability of a fund for their portfolio. Given its brevity, it often serves as an initial introduction to the fund, with the Investor Memo providing more detailed insights.
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