What’s on the Fund Factsheets poster
A 7-row table: Line · Why it matters.
What to check, and why.
- OCF / TER — Your annual cost — the most reliable predictor
- Benchmark — What it is trying to match or beat
- Top ten holdings — Actual concentration
- Number of holdings — Real diversification
- Fund size — Very small funds may close
- Accumulation / income — Whether income is reinvested
- Domicile — Affects your tax treatment
Two funds tracking the same index differ mainly by cost. Compare that first, and tracking error second.
Questions about the Fund Factsheets poster
- What’s on the Fund Factsheets poster?
- A 7-row table: Line · Why it matters. What to check, and why. OCF / TER — Your annual cost — the most reliable predictor; Benchmark — What it is trying to match or beat; Top ten holdings — Actual concentration; Number of holdings — Real diversification; Fund size — Very small funds may close; Accumulation / income — Whether income is reinvested; Domicile — Affects your tax treatment. Two funds tracking the same index differ mainly by cost. Compare that first, and tracking error second.
- Who is the Fund Factsheets poster for?
- Fund Factsheets belongs to the Money section rather than to a school year, because money is not something one grade owns. Anyone learning investing can pin it up — a beginner, a student mid-course, or someone revising years later.
- When should you use the Fund Factsheets poster?
- Look at the cost and the holdings. Past performance charts are the least useful part. A wall chart earns its place by being glanceable from where the work is happening, so Fund Factsheets belongs on the wall where that money work actually happens, within glancing distance, rather than filed away.
- What other posters go with Fund Factsheets?
- Asset Classes, Bonds and Time in the Market sit alongside Fund Factsheets in the Money section. Printed together they make a wall rather than a single sheet, which is how a reference set actually gets used.Asset ClassesBondsTime in the Market
- Is the Fund Factsheets poster free to download and print?
- Yes. Fund Factsheets downloads as a free PDF with no account, no email and no watermark, like everything else in the Money section. Print as many copies as you like for a home, a classroom, a library or a tutoring group; reselling the file is the only thing the licence rules out.Read the licence
- What size does the Fund Factsheets poster print at?
- Fund Factsheets is a vector PDF laid out for US Letter, and prints on A4 with Fit to page — the same file, no separate download. Because every mark on it is drawn rather than photographed, it stays sharp enlarged to A3, A2 or A1 at a copy shop. Colour carries emphasis only, so a greyscale print of Fund Factsheets loses nothing.Printing guide
Related posters
Charts that sit alongside Fund Factsheets on the same wall.
Browse every Money poster, or start from the full catalogue.