A fact sheet to a fund is like a synopsis to a book. Navigating a fund fact sheet need not be an arduous task if you just zoom in on the essential information.
Funds are typically identified by their name and share class, as well as classified by geography, sector and type of assets. Fund names would usually reflect these:
Name of the fund house
A single fund may offer several share classes to meet different investor needs in terms of purchase currency and form of dividend payment. The actual investment holdings will be the same for all share classes within the same fund.
Fund houses will issue a fact sheet for every fund it manages where it explains the fund’s investment strategy. While the format of fact sheets varies across fund managers, most of them will provide key information below:
Focus Funds are our shortlisted positively-rated funds that are aligned with the bank’s current investment views. The DBS Funds Selection Team typically provides additional investment strategies and commentaries, which may be viewed from the Fund Search tool.
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