Planit:Fund Fact Sheets

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In this Video you will Learn...
Where can I find more detailed information on a certain product, possibly to present to my client?
• Access through Product Search
• Reports vary by deployment
• Some of the key fund properties covered

Keep on Track! Continue training on...
Investment Management Why You Should Use Planit
Assets and Liabilities Screen Product Selection Screen

Other Related Topics
Add an Asset (Canada) Add an Asset (Malaysia) Shariah Compliance

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The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.


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Fundfact.jpg

We are now introducing the ability to produce a Fund Fact Sheet for mutual fund products in deployments that are using Morningstar data. The Fact Sheet will open as a pop-up window via a link from several locations within PlanPlus Planit.

The link is located under:

  • Preferred Portfolios
  • Detail Assets Screen
  • Product Selection Engine
  • Favourite Lists
  • Security Selection

As can be seen from the sample to the right, we capture key information on each fund including:

1. MER 2. Investment Objective 3. Asset Allocation 4. Geographic Allocation 5. Sector Weightings 6. Top 10 Holdings

Our longer term intention with the fund fact sheet will be to provide historical performance information on the fund as well as comparisons against appropriate benchmarks.