[Infographic] Making Sense Of Fund Fact Sheets

Ever wondered what exactly you're investing in when you choose a unit trust? That's where the fund fact sheet, also known as a Minimum Disclosure Document (MDD), comes in. This document is packed with crucial information, but it can be intimidating at first glance.

We've created a handy infographic that breaks down the key sections of a fund fact sheet, making it easier for you to understand what you're reading. This will empower you to make informed investment decisions based on your goals and risk tolerance.

Here's a sneak peek at what you'll learn in our infographic:

• Understanding the fund's objective and investment strategy: What kind of companies does the fund invest in?
• Risk profile: How much fluctuation can you expect in the fund's value?
• Fees and costs: What are the charges associated with investing in the fund?
• Past performance: While not a guarantee of future results, past performance can be a helpful indicator.

By understanding these key points, you'll be well on your way to becoming a more confident investor.

Check out our infographic for a visual breakdown of the fund fact sheet:

Ready to dive deeper?

Ready to put your newfound knowledge into action? Visit our “Understanding MDDs” course on EasyAcademy for a deeper dive into analyzing fund documents. Do this by logging into your EasyAcademy account and selecting “All Products”. And when you’re ready to explore a wide range of investment opportunities, head over to EasyWealth to compare different unit trusts and find the perfect match for your investment goals and risk tolerance.

Compare different unit trusts side-by-side to find the best fit for your portfolio: 

Remember, investing shouldn't be a mystery. With the right tools and knowledge, you can make informed decisions and take control of your financial future.

Disclaimer: This blog is intended for informational purposes only and should not be construed as financial advice. Before making any investment decisions, it's crucial to conduct your own research, consider your risk tolerance, and remember  past performance doesn’t guarantee future returns. Past performance does not indicate future performance.

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