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Martin Zahner

Martin Zahner

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Info

The fund comparison is done on two levels.

  1. Fund comparison, allows the investor to compare individual funds in detail

  2. Fund benchmarking

Where to find it in the solution

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Fund comparison

Info

allows the investor to compare individual funds in detail

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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