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Fund comparison

Fund comparison

Owned by Martin Zahner
Last updated: Jun 01, 2023
1 min read

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

Fund comparison

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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