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Martin Zahner

Martin Zahner

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How to use the the functionality

  1. Chose a base fund: e.g. Apple 4

  2. Select Funds to compare

    1. Papaya 1

    2. Cherry 1

    3. Kiwano 3

  3. Choose Chart KPI: e.g. TVPI

  4. Choose years to display: 3 to 9 years

  5. See results in “quarter comparison”

 

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Fund Benchmarking

Info

  • Allows drill into the projections and fine tune the projections

  • Shows visually how the fund is performing compared to the expected performance of the percentiles-clusters

How to use the the functionality

  1. Choose a Fund

  2. hover over the chart “development of total value…” to read the data

  3. click to “projection benchmark” on the top menu

  4. change the assumed “quartile performance” in the “Projection assumptions” widget

    1. switch “quartile distribution” from Median to “Perc 75%

  5. close the “projection benchmark” screen

  6. Expand the graph Chart

  7. Select different funds

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