Sample Fund

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Fund Overview

Fund Overview gives in-depth information about the funds, to help our customers know better and take informed decisions about investments. The following are the things included in the fund overview.

	Compare Funds - In compare funds you can compare up to three different funds from the A SQUARE database in a single screen. This is to save the time and hassle.
	Fund Strategy – Mainly focusing on the strategy, stating the objective of the fund, the categories it invests in, the proportion of assets distributed etc.
	Quick Facts – Information like ISIN, Category, Inception date, NAV Value etc is displayed giving an overview about the fund.
	Cumulative performance – Performance displayed in a graphical format, helping investors to get a better view of the funds to help them make better know how.
	Downloads – Download Section gives you the research by Opalesque on that Fund and other documents to have a better view and understanding.
	Other funds of the same category – Other funds of the same category are listed making your search easier.
	Company Information – Contact information like address, phone number, fax number, email Id and website is listed here.

Performance Charts

The cumulative performance chart and the table present in our database would help our customers know about the fund’s performance in the past and the trend. It also helps him compare different funds performances.

	Cumulative performance chart – Graphical presentation, giving Investors an overview of performance, over a period of time.
	Performance Table – The performance table shows the exact percentage of increase or decrease of the performance, the funds had in the past.
	Add to favorites – A SQUARE Database with 500+ alternative funds allows its users to mark their favorite funds. The user can mark his favorite funds from the 23+ different categories and make his own list of favorite funds to refer back with convenience in future.
	Mark for comparison – The database with vast range of funds, makes it possible for the users to compare different funds on the same page and get better understanding.

Contact Details

A detailed information about all the contacts of people involved in the functioning of the fund is given here.

	Manager(s) information – Manager’s contact information like the manager’s name, Phone number, Email address etc is listed here.
	Administrator’s information – Administrator’s contact information like the name, Phone number, Email address etc is listed here.
	Custodian’s information - Custodian’s contact information like the name, Phone number, Email address etc is listed here.
	Broker’s information - Broker’s contact information like the name, Phone number, Email address etc is listed here.
	Legal Counsel’s information – Legal Counsel’s contact information like the manager’s name, Phone number, Email address etc is listed here.