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Ch.11 · Comparing Fund Performance · easy

Which of the following information is typically NOT found in a mutual fund monthly fact sheet?

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EXPLANATION

Fact sheets are public documents showing aggregate portfolio and performance data. Individual investor details (names, unit balances) are confidential and are shared only in personalised account statements — never in public fact sheets.

A.Top 10 portfolio holdings with weightage

B.Fund manager's name and experience

C.Scheme performance vs benchmark across 1, 3, and 5 year periods

D.Names of all individual investors and their unit balances [✓ Correct]

EXPLANATION

Fact sheets are public documents showing aggregate portfolio and performance data. Individual investor details (names, unit balances) are confidential and are shared only in personalised account statements — never in public fact sheets.

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