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Create multiple versions of your factsheet

Do you want to create a copy of your factsheet, but only need to change the inception date or calculation method? There’s no need to create copies anymore. Simply create a new sub program (fund class) and change its setting. Go to Fund Classes section and click “Add”.

You can:

  • Change the start dateend date or both
  • Switch between different calculation methods
  • Set different fees and include them in the results

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