Amadeus Capital is a Swiss company specialising in a private office, wealth management, asset management, private markets and financial technology. Founded in 1983 as Family Finlab, Amadeus combines economic expertise with state-of-the-art technology to offer wealthy families innovative solutions and opportunities.
The company stands for independence, commitment, stability, reliability, rationality and transparency. These values and the long-standing and close partnerships with its family clients form the foundation of Amadeus’ success.
Amadeus Capital is also involved in the Association Suisse pour la Recherche sur l’Alzheimer, founded by Tim Brockmann. As Anevis, we are therefore all the more pleased being able to work with this successful and socially committed organisation.
The following factsheet on the W Multi-Asset Balanced Fund from Amadeus was created in close cooperation between Amadeus and Anevis, thus ensuring that the requirements for the factsheet were optimally realised. The factsheet is a perfect mix of text, graphics and key figures.
The factsheet is divided into a ⅔ and ⅓ layout. The smaller section on the right is coloured blue to ensure contrast and a visual separation of the layout. It is always ensured that the colours used match the corporate colours.
On page two of the factsheet, the left-hand section contains a detailed commentary on the monthly performance of the fund, while the right-hand section lists current opportunities and risks. This gives investors a good insight into the fund’s performance and ensures and communicates absolute transparency about the fund’s development.
In addition to the description of the opportunities and risks, the factsheet on page 2 also shows the rolling volatility, maximum drawdown and the risk and return profile. These are important key figures for assessing the fund’s risk.
Page three of the factsheet also contains charts on asset allocation, country allocation, asset allocation fixed income and currency allocation fixed income and cash. This ensures a comprehensive overview of the fund’s investments. In addition, on the right-hand side of page three there is a description of the target market, i.e. a kind of personal description for investors whose interests potentially coincide with the fund’s investment strategy.
The Anevis factsheet provides a comprehensive overview of the fund while always remaining orientated toward the fund manager’s corporate values. For asset managers, this provides the perfect opportunity for clear and simple communication with clients and potential clients.
Factsheets can illustrate complex relationships and provide a quick overview of investment objectives. If you would like to find out more about the possibility of customising your factsheets, both in terms of content and design, please contact us at contact@anevis-solutions.com. We would be happy to work with you.
For more information, feel free to reach out to us. Contact us anytime!
