Fund factsheet

A summary document prepared by a fund manager that can help you decide whether a fund is right for you.

It typically includes the fund’s investment objective, top 10 holdings, and data about its past performance. You can download the fund factsheet from the fund’s research page on our website.

When researching a fund, it’s also a good idea to read its Key Information Document (KID), which covers the fund’s essential features.

View all Jargon Buster terms

Popular terms