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 date, end date or both
• Switch between different calculation methods
• Set different fees and include them in the results