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Data Visualization Done Right: Communicating Performance and Analysis Clearly in Fund Factsheets

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Fund Factsheets

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Data is among the most valuable resources for corporate entities. One can extract meaningful insights from data, which can be used for different purposes. While the focus is on data processing and analytics, one might forget the importance of data visualization. You have to convey the insights in a comprehensible way to the reader. Asset Management Companies (AMCs), Mutual Fund/Excahange Traded Funds (MFs/ETFs) providers, and other financial institutions actively focus on data visualization. 

Since these companies are required to present fund factsheets at regular intervals, they use data visualization strategies for effective results. Read on to understand how you can communicate performance and analysis clearly in Fund Factsheets with data visualization.

What Exactly is Data Visualization?

Data visualization helps present the data in a comprehensible way. It includes use of graphs, charts, tables, infographics, and other visuals to make the data more appealing. These visual elements can increase the engagement of the reader. One can easily understand and interpret insights with the help of these visual elements.

It makes it easier for individuals to understand reports, fund factsheets, and other documents. You cannot present data analytics findings in their raw form and expect everybody to understand. Consider a report consisting of only numbers and text without any indentation. It might confuse readers, and they might fail to interpret or even discover insights.

Maps, charts, graphs, and other visual elements are more than essential for data analytics. These visual elements help present the data in a more appealing way.

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Understanding the Need for Data Visualization in Fund Factsheets

It is essential to understand what are fund factsheets before delving deeper. A fund factsheet is a document issued by AMCs or MF/ETF providers. It allows individuals to learn more about the respective collective investment scheme. A fund factsheet contains key details related to collective investment schemes. Existing and potential investors can understand the performance of the fund with a factsheet. AMCs must release fund factsheets for existing and new investors at regular intervals. Here are some of the details included in a fund factsheet:

  • The fund factsheet consists of the objectives and goals of the fund
  • Investors can understand the strategies used by fund managers to maximize returns through the factsheet. You can understand how the fund invests in different assets and maximizes returns.
  • Fund factsheets include performance data to help investors make informed decisions. A fund factsheet tells you about annual returns, NAV trends, and other metrics.
  • Investors can know about the fees, expense ratio, and other charges through a fund factsheet
  • A fund factsheet will communicate the potential risks for the collective investment scheme. Also, it will include the strategies used by the manager to mitigate those risks.
  • A detailed introduction to the fund manager or the team behind the MF/ETF scheme is included in fund factsheets.

As you can see, a fund factsheet communicates the fund’s performance, asset allocation, investment strategies, and more. Data visualization is essential to present these insights in a comprehensible manner. 

Here’s how you can use data visualization to communicate insights clearly in fund factsheets:

  • It is essential for managers or publishers to choose the right visual elements. For instance, bar graphs or line charts are perfect for showing trends over a period. Similarly, pie charts can be used to show the distribution of different assets in the fund.
  • Clusters of data without visual elements can make a fund factsheet boring. It is essential to visualize and highlight the important data in factsheets.
  • Fund factsheet publishers must maintain a consistent design. The colours, font styles, and other elements should be consistent throughout the document.
  • Many AMCs publish digital fund factsheets for investors. It can include interactive elements in the factsheet to increase reader engagement.
  • Fund managers or publishers must avoid unnecessary information in fund factsheets. No one wants to read a lengthy paragraph without insights, so it is essential to include metrics, KPIs, and insights.


Data visualization is essential to make fund factsheets interesting. One must include graphs, charts, and other visual elements to make the factsheet appealing to the reader. It can also help AMCs with other marketing materials for investors. Leverage the power of data visualization now!