Factsheet Table
The factsheet table is broken into 3 options namely,
- Summary
- Holdings
- Concentration Analysis
Summary
The summary table contains most typical factsheet type fields, like:
- Launch Date
- Fund Size (millions)
- Fund Size Date
- Initial Charge
- Annual Charge
- Yield
- Sector
- Fund Type
- Asset Class
- TER
- Fund Benchmark
- Fund Manager
- Fund Manager Since (date)
- Start of Historical Data
- OCF
Equities have different headers for their screen
- Market Cap
- Market Cap Date
- Earnings after tax (net income)
- P/E Ratio
- Yield
- Industry Sector
- Market Sector (within LSE)
The Scatter Chart option below the table can be used to plot annual charge, initial charge or yield.