Fund Factsheet Design Templates
Pre-built fund factsheet templates. Launch faster with consistent design using the InvePress – Fund Factsheet Production Software.
Each template includes everything you need to get started: block HTML, default block settings via invepress.json, theme-level CSS and optional JavaScript. Simply paste the blocks into a page, add the CSS/JS to your theme as needed, and place the JSON file in your theme folder to apply default styles and configuration. To make testing and implementation even easier, sample openfunds data files are available for download.
For Designers and Developers
HTML – fund factsheet page (paste in Gutenberg code editor)
<!-- wp:group {"align":"full","style":{"spacing":{"padding":{"top":"var:preset|spacing|60","bottom":"var:preset|spacing|60","left":"var:preset|spacing|70","right":"var:preset|spacing|70"},"margin":{"top":"0","bottom":"0"}},"elements":{"link":{"color":{"text":"var:preset|color|base"}}}},"backgroundColor":"luminous-vivid-orange","textColor":"base","layout":{"type":"constrained","contentSize":"1400px"}} -->
<div class="wp-block-group alignfull has-base-color has-luminous-vivid-orange-background-color has-text-color has-background has-link-color" style="margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--60);padding-right:var(--wp--preset--spacing--70);padding-bottom:var(--wp--preset--spacing--60);padding-left:var(--wp--preset--spacing--70)"><!-- wp:columns -->
<div class="wp-block-columns"><!-- wp:column {"width":"33.33%"} -->
<div class="wp-block-column" style="flex-basis:33.33%"><!-- wp:paragraph {"fontSize":"medium"} -->
<p class="has-medium-font-size"><strong>Alpha Asset Management</strong></p>
<!-- /wp:paragraph --></div>
<!-- /wp:column -->
<!-- wp:column {"width":"66.66%"} -->
<div class="wp-block-column" style="flex-basis:66.66%"><!-- wp:paragraph {"fontSize":"small"} -->
<p class="has-small-font-size">This sample fund factsheet was generated using the InvePress plugin, a powerful tool designed to create live, print-friendly, and <a href="https://invepress.com">automated fund factsheets</a> within a flexible WordPress workflow. The content shown is for demonstration purposes only and may not reflect current market conditions or comply with regulatory requirements.</p>
<!-- /wp:paragraph --></div>
<!-- /wp:column --></div>
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<!-- wp:group {"align":"full","style":{"spacing":{"padding":{"top":"var:preset|spacing|70","bottom":"var:preset|spacing|70","left":"var:preset|spacing|70","right":"var:preset|spacing|70"},"margin":{"top":"0","bottom":"0"}},"elements":{"link":{"color":{"text":"var:preset|color|black"}}},"color":{"background":"#ffcc00"}},"textColor":"black","layout":{"type":"constrained","contentSize":"1400px","justifyContent":"left"}} -->
<div class="wp-block-group alignfull has-black-color has-text-color has-background has-link-color" style="background-color:#ffcc00;margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--70);padding-right:var(--wp--preset--spacing--70);padding-bottom:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)"><!-- wp:heading {"level":1,"style":{"elements":{"link":{"color":{"text":"var:preset|color|black"}}},"typography":{"fontStyle":"normal","fontWeight":"400"}},"textColor":"black","fontSize":"x-large"} -->
<h1 class="wp-block-heading has-black-color has-text-color has-link-color has-x-large-font-size" style="font-style:normal;font-weight:400"><strong>Alpha Global Equity Value Fund</strong></h1>
<!-- /wp:heading -->
<!-- wp:paragraph -->
<p>Designed for long-term capital growth, the fund also places strong emphasis on managing risk in a dynamic global market.</p>
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<!-- wp:group {"align":"full","className":"hero","style":{"spacing":{"padding":{"top":"var:preset|spacing|50","bottom":"var:preset|spacing|50","left":"var:preset|spacing|70","right":"var:preset|spacing|70"},"margin":{"top":"0","bottom":"0"}},"elements":{"link":{"color":{"text":"var:preset|color|base"}}},"dimensions":{"minHeight":"150px"}},"backgroundColor":"black","textColor":"base","layout":{"type":"constrained","contentSize":"1400px","justifyContent":"center"}} -->
<div class="wp-block-group alignfull hero has-base-color has-black-background-color has-text-color has-background has-link-color" style="min-height:150px;margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--70);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--70)"><!-- wp:columns -->
<div class="wp-block-columns"><!-- wp:column -->
<div class="wp-block-column"><!-- wp:group {"layout":{"type":"constrained","justifyContent":"center"}} -->
<div class="wp-block-group"><!-- wp:invepress/fund-performance {"language":"en","tickers":["121-USD"],"convertTo":"-lastQ","hasLinks":false,"showRowHeaders":false,"textColor":"#ffffff","headerTextColor":"#ffffff","referenceDateTextColor":"#ffffff","footerTextColor":"#ffffff","backgroundColor":"#ffffff00","stripeColor":"#f5f5f500","borderColor":"#2f4f4f00","positiveColor":"#ffffff","negativeColor":"#ffffff","borderRadius":0,"textSize":20,"headerTextSize":20,"horizontalCellSpacing":0,"borderThickness":0} /--></div>
<!-- /wp:group --></div>
<!-- /wp:column -->
<!-- wp:column -->
<div class="wp-block-column"><!-- wp:invepress/fund-facts {"language":"en","tickers":["121-USD"],"facts":["share_class_launch_date","efama_main_efc_category"],"hasLinks":false,"tableLayout":"horizontal","showRowHeaders":false,"textColor":"#ffffff","headerTextColor":"#ffffff","referenceDateTextColor":"#ffffff","backgroundColor":"#ffffff00","stripeColor":"#f5f5f500","borderColor":"#2f4f4f00","borderRadius":0,"textSize":20,"headerTextSize":20,"horizontalCellSpacing":0,"borderThickness":0} /--></div>
<!-- /wp:column --></div>
<!-- /wp:columns --></div>
<!-- /wp:group -->
<!-- wp:group {"align":"full","style":{"spacing":{"padding":{"right":"var:preset|spacing|70","left":"var:preset|spacing|70","top":"var:preset|spacing|30","bottom":"var:preset|spacing|30"},"margin":{"top":"0","bottom":"0"}},"shadow":"var:preset|shadow|natural","position":{"type":"sticky","top":"0px"}},"backgroundColor":"base","layout":{"type":"constrained","contentSize":"1400px"}} -->
<div class="wp-block-group alignfull has-base-background-color has-background" id="scrollspy" style="margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--30);padding-right:var(--wp--preset--spacing--70);padding-bottom:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--70);box-shadow:var(--wp--preset--shadow--natural)"><!-- wp:buttons {"align":"full","style":{"spacing":{"padding":{"right":"var:preset|spacing|70","left":"var:preset|spacing|70","top":"0","bottom":"0"}}},"layout":{"type":"flex","justifyContent":"left","flexWrap":"nowrap"}} -->
<div class="wp-block-buttons alignfull" style="padding-top:0;padding-right:var(--wp--preset--spacing--70);padding-bottom:0;padding-left:var(--wp--preset--spacing--70)"><!-- wp:button {"className":"is-style-outline active","style":{"border":{"radius":"0px","top":{"width":"0px","style":"none","radius":"0px"},"right":{"width":"0px","style":"none","radius":"0px"},"bottom":{"color":"var:preset|color|base","width":"4px"},"left":{"width":"0px","style":"none","radius":"0px"}},"spacing":{"padding":{"left":"0","right":"0"}}},"fontSize":"medium"} -->
<div class="wp-block-button is-style-outline active"><a class="wp-block-button__link has-medium-font-size has-custom-font-size wp-element-button" href="#overview" style="border-radius:0px;border-top-style:none;border-top-width:0px;border-right-style:none;border-right-width:0px;border-bottom-color:var(--wp--preset--color--base);border-bottom-width:4px;border-left-style:none;border-left-width:0px;padding-right:0;padding-left:0">Overview</a></div>
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<!-- wp:button {"className":"is-style-outline","style":{"border":{"radius":"0px","top":{"width":"0px","style":"none","radius":"0px"},"right":{"width":"0px","style":"none","radius":"0px"},"bottom":{"color":"var:preset|color|base","width":"4px"},"left":{"width":"0px","style":"none","radius":"0px"}}},"fontSize":"medium"} -->
<div class="wp-block-button is-style-outline"><a class="wp-block-button__link has-medium-font-size has-custom-font-size wp-element-button" href="#fees" style="border-radius:0px;border-top-style:none;border-top-width:0px;border-right-style:none;border-right-width:0px;border-bottom-color:var(--wp--preset--color--base);border-bottom-width:4px;border-left-style:none;border-left-width:0px">Fees and Expenses</a></div>
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<!-- wp:button {"className":"is-style-outline","style":{"border":{"radius":"0px","top":{"width":"0px","style":"none","radius":"0px"},"right":{"width":"0px","style":"none","radius":"0px"},"bottom":{"color":"var:preset|color|base","width":"4px"},"left":{"width":"0px","style":"none","radius":"0px"}}},"fontSize":"medium"} -->
<div class="wp-block-button is-style-outline"><a class="wp-block-button__link has-medium-font-size has-custom-font-size wp-element-button" href="#performance" style="border-radius:0px;border-top-style:none;border-top-width:0px;border-right-style:none;border-right-width:0px;border-bottom-color:var(--wp--preset--color--base);border-bottom-width:4px;border-left-style:none;border-left-width:0px">Performance</a></div>
<!-- /wp:button -->
<!-- wp:button {"className":"is-style-outline","style":{"border":{"radius":"0px","top":{"width":"0px","style":"none","radius":"0px"},"right":{"width":"0px","style":"none","radius":"0px"},"bottom":{"color":"var:preset|color|base","width":"4px"},"left":{"width":"0px","style":"none","radius":"0px"}}},"fontSize":"medium"} -->
<div class="wp-block-button is-style-outline"><a class="wp-block-button__link has-medium-font-size has-custom-font-size wp-element-button" href="#composition" style="border-radius:0px;border-top-style:none;border-top-width:0px;border-right-style:none;border-right-width:0px;border-bottom-color:var(--wp--preset--color--base);border-bottom-width:4px;border-left-style:none;border-left-width:0px">Portfolio Composition</a></div>
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<!-- wp:button {"className":"is-style-outline","style":{"border":{"radius":"0px","top":{"width":"0px","style":"none","radius":"0px"},"right":{"width":"0px","style":"none","radius":"0px"},"bottom":{"color":"var:preset|color|base","width":"4px"},"left":{"width":"0px","style":"none","radius":"0px"}}},"fontSize":"medium"} -->
<div class="wp-block-button is-style-outline"><a class="wp-block-button__link has-medium-font-size has-custom-font-size wp-element-button" href="#distributions" style="border-radius:0px;border-top-style:none;border-top-width:0px;border-right-style:none;border-right-width:0px;border-bottom-color:var(--wp--preset--color--base);border-bottom-width:4px;border-left-style:none;border-left-width:0px">Distributions</a></div>
<!-- /wp:button -->
<!-- wp:button {"className":"is-style-outline","style":{"border":{"radius":"0px","top":{"width":"0px","style":"none","radius":"0px"},"right":{"width":"0px","style":"none","radius":"0px"},"bottom":{"color":"var:preset|color|base","width":"4px"},"left":{"width":"0px","style":"none","radius":"0px"}}},"fontSize":"medium"} -->
<div class="wp-block-button is-style-outline"><a class="wp-block-button__link has-medium-font-size has-custom-font-size wp-element-button" href="#literature" style="border-radius:0px;border-top-style:none;border-top-width:0px;border-right-style:none;border-right-width:0px;border-bottom-color:var(--wp--preset--color--base);border-bottom-width:4px;border-left-style:none;border-left-width:0px">Literature</a></div>
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<!-- wp:group {"align":"full","style":{"color":{"background":"#eeeeee"},"spacing":{"margin":{"top":"0","bottom":"0"},"padding":{"top":"var:preset|spacing|80","bottom":"var:preset|spacing|80"}}},"layout":{"type":"constrained","contentSize":"1400px"}} -->
<div class="wp-block-group alignfull has-background" style="background-color:#eeeeee;margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--80);padding-bottom:var(--wp--preset--spacing--80)"><!-- wp:heading -->
<h2 class="wp-block-heading" id="overview">Overview</h2>
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<!-- wp:paragraph -->
<p>This sample fund factsheet was generated using the InvePress plugin, a powerful tool designed to create live, print-friendly, and <a href="https://invepress.com">automated fund factsheets</a> within a flexible WordPress workflow. The content shown is for demonstration purposes only and may not reflect current market conditions or comply with regulatory requirements.</p>
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<!-- wp:columns -->
<div class="wp-block-columns"><!-- wp:column {"width":"33.33%","style":{"spacing":{"padding":{"top":"var:preset|spacing|50","bottom":"var:preset|spacing|50","left":"var:preset|spacing|50","right":"var:preset|spacing|50"}}},"backgroundColor":"base"} -->
<div class="wp-block-column has-base-background-color has-background" style="padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--50);flex-basis:33.33%"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading">Fund Specific Risks</h3>
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<!-- wp:paragraph {"fontSize":"small"} -->
<p class="has-small-font-size"><strong>Credit and Default Risk</strong></p>
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<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"var:preset|spacing|20"}}}} -->
<p style="margin-top:var(--wp--preset--spacing--20)">A decline in the financial health of an issuer of a fixed income security can lead to an inability or unwillingness to repay a loan or meet a contractual obligation. This could cause the value of its bonds to fall or become worthless. Funds with high exposures to non-investment grade securities have a higher exposure to this risk.</p>
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<!-- wp:paragraph {"fontSize":"small"} -->
<p class="has-small-font-size"><strong>Commodities Risk</strong></p>
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<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"var:preset|spacing|20"}}}} -->
<p style="margin-top:var(--wp--preset--spacing--20)">The value of commodity related investments may fluctuate substantially due to changes in supply and demand and/or due to political, economic or financial events.</p>
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<!-- wp:paragraph {"fontSize":"small"} -->
<p class="has-small-font-size"><strong>Currency Risk</strong></p>
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<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"var:preset|spacing|20"}}}} -->
<p style="margin-top:var(--wp--preset--spacing--20)">Changes in exchange rates may cause the value of investments to decrease or increase.</p>
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<!-- wp:paragraph {"fontSize":"small"} -->
<p class="has-small-font-size"><strong>Equity Risk</strong></p>
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<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"var:preset|spacing|20"}}}} -->
<p style="margin-top:var(--wp--preset--spacing--20)">The value of equity or equity related securities may be affected by stock market movements. Drivers of price fluctuations include general economic and political factors as well as industry or company specific factors.</p>
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<!-- wp:paragraph {"fontSize":"small"} -->
<p class="has-small-font-size"><strong>Derivatives and Counterparty Risk</strong></p>
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<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"var:preset|spacing|20"}}}} -->
<p style="margin-top:var(--wp--preset--spacing--20)">The use of certain derivatives could result in the fund having a greater or more volatile exposure to the underlying assets and an increased exposure to counterparty risk. This may expose the fund to larger gains or losses associated with market movements or in relation to a trade counterparty being unable to meet its obligations.</p>
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<!-- wp:paragraph {"fontSize":"small"} -->
<p class="has-small-font-size"><strong>Liquidity Risk</strong></p>
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<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"var:preset|spacing|20"}}}} -->
<p style="margin-top:var(--wp--preset--spacing--20)">Difficult market conditions could result in certain securities becoming hard to sell at a desired time and price.</p>
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<!-- wp:paragraph {"fontSize":"small"} -->
<p class="has-small-font-size"><strong>Interest Rate Risk</strong></p>
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<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"var:preset|spacing|20"}}}} -->
<p style="margin-top:var(--wp--preset--spacing--20)">Changes in interest rates will usually result in the values of bond and other debt instruments moving in the opposite direction (e.g. a rise in interest rates likely leads to fall in bond prices).</p>
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<!-- wp:paragraph {"fontSize":"small"} -->
<p class="has-small-font-size"><strong>Small-Cap and Mid-Cap Company Risk</strong></p>
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<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"var:preset|spacing|20"}}}} -->
<p style="margin-top:var(--wp--preset--spacing--20)">The prices of shares of small and medium-sized companies may fluctuate more than that of larger companies.</p>
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<!-- wp:column {"width":"66.66%","style":{"spacing":{"padding":{"top":"var:preset|spacing|50","bottom":"var:preset|spacing|50","left":"var:preset|spacing|50","right":"var:preset|spacing|50"}}},"backgroundColor":"base"} -->
<div class="wp-block-column has-base-background-color has-background" style="padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--50);flex-basis:66.66%"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading">Fund Details</h3>
<!-- /wp:heading -->
<!-- wp:invepress/fund-facts {"language":"en","tickers":["121-USD"],"facts":["investment_objective"],"hasLinks":false,"tableLayout":"flat","showColumnHeaders":false,"showRowHeaders":false,"showReferenceDates":false,"stripeColor":"#ffffff","borderRadius":0,"horizontalCellSpacing":0,"verticalCellSpacing":0,"stickyColumnMinWidth":0,"columnMinWidth":0,"borderThickness":0,"className":"hero"} /-->
<!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading">Key Fund Information</h3>
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<!-- wp:columns -->
<div class="wp-block-columns"><!-- wp:column -->
<div class="wp-block-column"><!-- wp:invepress/fund-facts {"language":"en","tickers":["121-USD"],"facts":["umbrella","manco_name","custodian_bank_name","auditor_name"],"hasLinks":false,"showColumnHeaders":false,"stripeColor":"#ffffff","borderRadius":0,"horizontalCellSpacing":0,"stickyColumnMinWidth":75,"columnMinWidth":90,"borderThickness":0} /--></div>
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<!-- wp:column -->
<div class="wp-block-column"><!-- wp:invepress/fund-facts {"language":"en","tickers":["121-USD"],"facts":["fund_launch_date","fund_currency","share_class_currency","isin","valor","wkn"],"hasLinks":false,"showColumnHeaders":false,"stripeColor":"#ffffff","borderRadius":0,"horizontalCellSpacing":0,"stickyColumnMinWidth":75,"columnMinWidth":90,"borderThickness":0} /--></div>
<!-- /wp:column --></div>
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<!-- wp:columns -->
<div class="wp-block-columns"><!-- wp:column -->
<div class="wp-block-column"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading" id="fees">Fees and Expenses</h3>
<!-- /wp:heading -->
<!-- wp:invepress/fund-facts {"language":"en","tickers":["121-USD"],"facts":["minimal_initial_subscription_in_amount","management_fee_applied"],"hasLinks":false,"showColumnHeaders":false,"stripeColor":"#ffffff","borderRadius":0,"horizontalCellSpacing":0,"stickyColumnMinWidth":75,"columnMinWidth":90,"borderThickness":0} /--></div>
<!-- /wp:column -->
<!-- wp:column -->
<div class="wp-block-column"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading"><strong>Risk and Reward Profile</strong></h3>
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<!-- wp:invepress/fund-facts {"language":"en","tickers":["121-USD"],"facts":["emt_srri"],"hasLinks":false,"tableLayout":"flat","showColumnHeaders":false,"showRowHeaders":false,"textColor":"#000000","stripeColor":"#eeeeee","borderRadius":0,"lineHeight":1,"horizontalCellSpacing":0,"verticalCellSpacing":20,"stickyColumnMinWidth":0,"columnMinWidth":0,"borderThickness":0} /-->
<!-- wp:group {"style":{"color":{"background":"#eeeeee"},"spacing":{"padding":{"top":"var:preset|spacing|40","bottom":"var:preset|spacing|40","left":"var:preset|spacing|40","right":"var:preset|spacing|40"},"margin":{"top":"0","bottom":"0"}}},"layout":{"type":"constrained"}} -->
<div class="wp-block-group has-background" style="background-color:#eeeeee;margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--40);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--40)"><!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}}}} -->
<p style="margin-top:0;margin-bottom:0">The risk indicator assumes you keep the product for 3 years. The actual risk can vary significantly if you cash in at an early stage and you may get back less.</p>
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<p>The summary risk indicator is a guide to the level of risk of this product compared to other products. It shows how likely it is that the product will lose money because of movements in the markets or because we are not able to pay you.</p>
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<!-- wp:paragraph -->
<p><strong>Additional Information</strong></p>
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<!-- wp:paragraph -->
<p>The information presented in this factsheet is for illustrative purposes only and does not constitute investment advice or an offer to buy or sell any financial instruments. Please note: This sample fund factsheet was generated using the InvePress plugin, a powerful tool designed to create live, print-friendly, and <a href="https://invepress.com">automated fund factsheets</a> within a flexible WordPress workflow. The content shown is for demonstration purposes only and may not reflect current market conditions or comply with regulatory requirements.</p>
<!-- /wp:paragraph -->
<!-- wp:heading {"style":{"spacing":{"margin":{"top":"var:preset|spacing|80"}}}} -->
<h2 class="wp-block-heading" id="performance" style="margin-top:var(--wp--preset--spacing--80)">Performance</h2>
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<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}}}} -->
<p style="margin-top:0;margin-bottom:0">Past Performance does not predict future returns</p>
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<!-- wp:group {"style":{"spacing":{"padding":{"right":"var:preset|spacing|60","left":"var:preset|spacing|60","top":"var:preset|spacing|60","bottom":"var:preset|spacing|60"}},"dimensions":{"minHeight":"600px"}},"backgroundColor":"base","layout":{"type":"constrained","contentSize":"1400px"}} -->
<div class="wp-block-group has-base-background-color has-background" style="min-height:600px;padding-top:var(--wp--preset--spacing--60);padding-right:var(--wp--preset--spacing--60);padding-bottom:var(--wp--preset--spacing--60);padding-left:var(--wp--preset--spacing--60)"><!-- wp:details {"showContent":true,"className":"mod","fontSize":"medium"} -->
<details class="wp-block-details mod has-medium-font-size" name="performance" open><summary>Average Annual Returns</summary><!-- wp:invepress/fund-performance {"language":"en","tickers":["121-USD","124-USD"],"limitFrom":"2014-12-31","periods":["12m","36mAnn","60mAnn","maxAnn"],"showMarkers":true,"showBars":true,"barsOrientation":"vertical","chartColors":["#ffcc00","#000000"],"stripeColor":"#ffffff","borderRadius":0,"referenceDateTextSize":8,"horizontalCellSpacing":15,"verticalCellSpacing":10,"stickyColumnMinWidth":100,"columnMinWidth":80,"barRowHeight":350,"borderThickness":0,"chartGap":5} /--></details>
<!-- /wp:details -->
<!-- wp:details {"className":"mod","fontSize":"medium"} -->
<details class="wp-block-details mod has-medium-font-size" name="performance"><summary>Cumulative Returns</summary><!-- wp:invepress/fund-performance {"language":"en","tickers":["121-USD","124-USD"],"limitFrom":"2014-12-31","periods":["1m","3m","6m","ytd"],"showMarkers":true,"showBars":true,"barsOrientation":"vertical","chartColors":["#ffcc00","#010101"],"stripeColor":"#ffffff","borderRadius":0,"referenceDateTextSize":8,"horizontalCellSpacing":15,"verticalCellSpacing":10,"stickyColumnMinWidth":100,"columnMinWidth":80,"barRowHeight":350,"borderThickness":0,"chartGap":5} /--></details>
<!-- /wp:details -->
<!-- wp:details {"className":"mod","fontSize":"medium"} -->
<details class="wp-block-details mod has-medium-font-size" name="performance"><summary>Calendar Year Returns</summary><!-- wp:invepress/fund-performance {"language":"en","tickers":["121-USD","124-USD"],"limitFrom":"2014-12-31","convertTo":"-eoyYtd","periods":[],"showMarkers":true,"showBars":true,"barsOrientation":"vertical","chartColors":["#ffcc00","#000000"],"stripeColor":"#ffffff","borderRadius":0,"referenceDateTextSize":8,"horizontalCellSpacing":15,"verticalCellSpacing":10,"stickyColumnMinWidth":100,"columnMinWidth":40,"barRowHeight":350,"borderThickness":0,"chartGap":5} /--></details>
<!-- /wp:details -->
<!-- wp:details {"className":"mod","fontSize":"medium"} -->
<details class="wp-block-details mod has-medium-font-size" name="performance"><summary>Growth of 10K</summary><!-- wp:invepress/fund-performance-line-chart {"language":"en","tickers":["121-USD","124-USD"],"limitFrom":"2014-12-31","dataType":"grow","oppositeYaxis":true,"showDividends":false,"areaFill":0,"chartColors":["#ffcc00","#000000"],"gridColor":"#cccccc","chartHeight":450} /--></details>
<!-- /wp:details --></div>
<!-- /wp:group -->
<!-- wp:heading {"style":{"spacing":{"margin":{"top":"var:preset|spacing|80"}}}} -->
<h2 class="wp-block-heading" id="composition" style="margin-top:var(--wp--preset--spacing--80)">Portfolio Composition</h2>
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<p style="margin-top:0;margin-bottom:0">Past Performance does not predict future returns</p>
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<div class="wp-block-group table-td-right has-base-background-color has-background" style="min-height:850px;padding-top:var(--wp--preset--spacing--60);padding-right:var(--wp--preset--spacing--60);padding-bottom:var(--wp--preset--spacing--60);padding-left:var(--wp--preset--spacing--60)"><!-- wp:columns -->
<div class="wp-block-columns"><!-- wp:column -->
<div class="wp-block-column"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading">Top Sectors</h3>
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<div class="wp-block-column"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading">Top Countries</h3>
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<div class="wp-block-columns"><!-- wp:column -->
<div class="wp-block-column"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading">Market Cap</h3>
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<div class="wp-block-column"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading">Risk Characteristics</h3>
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<h2 class="wp-block-heading" id="distributions" style="margin-top:var(--wp--preset--spacing--80)">Distributions</h2>
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<p style="margin-top:0;margin-bottom:0">Past Performance does not predict future returns</p>
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<!-- wp:group {"style":{"spacing":{"padding":{"top":"var:preset|spacing|60","bottom":"var:preset|spacing|60","left":"var:preset|spacing|60","right":"var:preset|spacing|60"}},"dimensions":{"minHeight":"650px"}},"backgroundColor":"base","layout":{"type":"constrained","contentSize":"1400px"}} -->
<div class="wp-block-group has-base-background-color has-background" style="min-height:650px;padding-top:var(--wp--preset--spacing--60);padding-right:var(--wp--preset--spacing--60);padding-bottom:var(--wp--preset--spacing--60);padding-left:var(--wp--preset--spacing--60)"><!-- wp:invepress/fund-dividends {"language":"en","tickers":["121-USD"],"stripeColor":"#ffffff","borderRadius":0,"headerTextSize":12,"columnMinWidth":75,"borderThickness":0} /--></div>
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<div class="wp-block-group alignfull has-background" style="background-color:#eeeeee;margin-top:0;margin-bottom:0;padding-top:0;padding-bottom:var(--wp--preset--spacing--80)"><!-- wp:heading -->
<h2 class="wp-block-heading" id="literature">Literature</h2>
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<p class="pdf"><a href="#link">[<strong>↗</strong>] Fund Factsheet</a></p>
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<div class="wp-block-group alignfull has-base-color has-black-background-color has-text-color has-background has-link-color" style="margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--60);padding-right:var(--wp--preset--spacing--60);padding-bottom:var(--wp--preset--spacing--60);padding-left:var(--wp--preset--spacing--60)"><!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"var:preset|spacing|50","bottom":"var:preset|spacing|50"}},"typography":{"fontStyle":"normal","fontWeight":"600"}},"fontSize":"small"} -->
<p class="has-small-font-size" style="margin-top:var(--wp--preset--spacing--50);margin-bottom:var(--wp--preset--spacing--50);font-style:normal;font-weight:600">The information presented in this factsheet is for illustrative purposes only and does not constitute investment advice or an offer to buy or sell any financial instruments. Please note: This sample fund factsheet was generated using the InvePress plugin, a powerful tool designed to create live, print-friendly, and <a href="https://invepress.com">automated fund factsheets</a> within a flexible WordPress workflow. The content shown is for demonstration purposes only and may not reflect current market conditions or comply with regulatory requirements.</p>
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<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"var:preset|spacing|20","bottom":"var:preset|spacing|20"}}},"fontSize":"small"} -->
<p class="has-small-font-size" style="margin-top:var(--wp--preset--spacing--20);margin-bottom:var(--wp--preset--spacing--20)">Alpha is a measure indicating the potential and scale of price changes in a given instrument, assuming that the benchmark value remains unchanged. Alpha can take positive values, but also negative values. In the case of negative values, when the benchmark value does not change, the instrument under analysis generates a loss. An alpha equal to 0 means that only the benchmark influences the price change of the instrument.</p>
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<p class="has-small-font-size" style="margin-top:var(--wp--preset--spacing--20);margin-bottom:var(--wp--preset--spacing--20)">Beta is a measure indicating the sensitivity of a given instrument's price changes compared to benchmark changes. A beta of 1 means that an expected 10% increase in the benchmark value will translate into a 10% increase in the value of the instrument under analysis. The higher the value of the beta indicator, the riskier the investment being considered. In extreme cases, beta can take negative values, indicating an inverse movement of the unit's value relative to benchmark changes.</p>
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<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"var:preset|spacing|20","bottom":"var:preset|spacing|20"}}},"fontSize":"small"} -->
<p class="has-small-font-size" style="margin-top:var(--wp--preset--spacing--20);margin-bottom:var(--wp--preset--spacing--20)">Information Ratio is a measure of management efficiency constructed based on the relationship between the expected excess return and the standard deviation of the additional returns. The additional return is the difference between the investment return and the benchmark return, which describes the behavior of a homogeneous group of investments with a consistent investment policy. The expected excess return is the arithmetic mean of historical additional returns. To obtain comparable data, the IR ratio is presented in an annualized version by multiplying it by the square root of 4, 12, 52, 252 (depending on whether quarterly, monthly, weekly or daily data was used).</p>
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<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"var:preset|spacing|20","bottom":"var:preset|spacing|20"}}},"fontSize":"small"} -->
<p class="has-small-font-size" style="margin-top:var(--wp--preset--spacing--20);margin-bottom:var(--wp--preset--spacing--20)">R-squared (R2), the square of the Pearson correlation coefficient, is a measure indicating the degree of fit of a data series to a pattern. In the case of investments, the periodic investment returns act as the data series, and the benchmark or market portfolio serves as the pattern. As a result, R-squared provides an answer to the question of how much of the investment's return is explained by the behavior of the benchmark.</p>
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<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"var:preset|spacing|20","bottom":"var:preset|spacing|20"}}},"fontSize":"small"} -->
<p class="has-small-font-size" style="margin-top:var(--wp--preset--spacing--20);margin-bottom:var(--wp--preset--spacing--20)">The Sharpe Ratio has a similar construction to the Information Ratio: the numerator represents the average excess return, a variable favorable for investors, while the denominator contains the unfavorable variable - the standard deviation of investment returns, which reflects total risk. What distinguishes the Sharpe Ratio from the Information Ratio is the calculation of the excess return and risk. In this case, the excess return is defined as the expected (average) return of the investment above the risk-free rate. The measure of risk used is the classical standard deviation of investment returns. With this construction, the Sharpe Ratio determines the magnitude of the excess return on risky assets per unit of total portfolio risk. The higher the value of the ratio, the greater the efficiency of the investment under analysis. A negative value indicates that the investment has shown an average result below the risk-free market rate during a given period.</p>
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<p class="has-small-font-size" style="margin-top:var(--wp--preset--spacing--20);margin-bottom:var(--wp--preset--spacing--20)">Standard Deviation shows the degree of dispersion of results in relation to the average values. The higher the standard Deviation, the higher the risk associated with the investment.</p>
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<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"var:preset|spacing|20","bottom":"var:preset|spacing|20"}}},"fontSize":"small"} -->
<p class="has-small-font-size" style="margin-top:var(--wp--preset--spacing--20);margin-bottom:var(--wp--preset--spacing--20)">The Tracking Error indicator allows for an assessment of the consistency of the investment policy's performance with the results achieved by the benchmark. The smaller the value of the Tracking Error indicator, the smaller any potential differences that may arise. The indicator is based on the standard deviation of additional returns. The additional return is the difference between the investment return and the benchmark return, which describes the behavior of a homogeneous group of investments with a consistent investment policy. The expected excess return is the arithmetic mean of historical additional returns. To obtain comparable data, the Tracking Error indicator is presented in an annualized version by multiplying it by the square root of 4, 12, 52, 252 (depending on whether quarterly, monthly, weekly or daily data was used).</p>
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<!-- /wp:group -->HTML – print-to-PDF-ready fund factsheet (paste in Gutenberg code editor)
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<div class="wp-block-invepress-fund-report alignfull" style="height:297mm"><div style="width:210mm;height:297mm" class="wp-block-invepress-fund-report-page"><!-- wp:columns {"style":{"color":{"background":"#ffce00"},"spacing":{"padding":{"left":"0","right":"0","top":"var:preset|spacing|30","bottom":"var:preset|spacing|30"},"margin":{"top":"0","bottom":"0"}}}} -->
<div class="wp-block-columns has-background" style="background-color:#ffce00;margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--30);padding-right:0;padding-bottom:var(--wp--preset--spacing--30);padding-left:0"><!-- wp:column {"verticalAlignment":"center","width":"20%","style":{"spacing":{"padding":{"top":"var:preset|spacing|20","bottom":"var:preset|spacing|20","left":"var:preset|spacing|20","right":"var:preset|spacing|20"}},"elements":{"link":{"color":{"text":"var:preset|color|base"}}}},"backgroundColor":"luminous-vivid-orange","textColor":"base"} -->
<div class="wp-block-column is-vertically-aligned-center has-base-color has-luminous-vivid-orange-background-color has-text-color has-background has-link-color" style="padding-top:var(--wp--preset--spacing--20);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--20);flex-basis:20%"><!-- wp:paragraph {"align":"right","fontSize":"medium"} -->
<p class="has-text-align-right has-medium-font-size"><strong>Alpha Asset Management</strong></p>
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<div class="wp-block-column" style="flex-basis:66.66%"><!-- wp:heading {"level":1,"style":{"elements":{"link":{"color":{"text":"var:preset|color|black"}}},"typography":{"fontStyle":"normal","fontWeight":"400","lineHeight":"1","fontSize":"32px"}},"textColor":"black"} -->
<h1 class="wp-block-heading has-black-color has-text-color has-link-color" style="font-size:32px;font-style:normal;font-weight:400;line-height:1"><strong>Alpha Global Equity Value Fund</strong></h1>
<!-- /wp:heading -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}}},"fontSize":"small"} -->
<p class="has-small-font-size" style="margin-top:0;margin-bottom:0">Designed for long-term capital growth, the fund also places strong emphasis on managing risk in a dynamic global market.</p>
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<div class="wp-block-columns" style="padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--60);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--60)"><!-- wp:column {"width":"66.66%"} -->
<div class="wp-block-column" style="flex-basis:66.66%"><!-- wp:heading {"level":3,"fontSize":"small"} -->
<h3 class="wp-block-heading has-small-font-size">Fund Details</h3>
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<h3 class="wp-block-heading has-small-font-size" style="margin-top:var(--wp--preset--spacing--50);margin-bottom:-2em">Growth of 10k</h3>
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<h3 class="wp-block-heading has-small-font-size" style="margin-bottom:-2em">Average Annual Returns</h3>
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<!-- wp:invepress/fund-performance {"language":"en","tickers":["121-USD","124-USD"],"limitFrom":"2014-12-31","periods":["12mEom","36mEomAnn","60mEomAnn","maxEomAnn"],"showMarkers":true,"showBars":true,"barsOrientation":"vertical","chartColors":["#ffcc00","#000000"],"backgroundColor":"#ffffff00","stripeColor":"#ffffff00","borderRadius":0,"textSize":12,"headerTextSize":10,"referenceDateTextSize":8,"footerTextSize":8,"lineHeight":1,"horizontalCellSpacing":5,"stickyColumnMinWidth":0,"columnMinWidth":40,"barRowHeight":50,"borderThickness":0,"chartGap":5} /-->
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<h2 class="wp-block-heading has-small-font-size" style="margin-bottom:-2em">Cumulative Returns</h2>
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<!-- wp:paragraph {"style":{"spacing":{"padding":{"top":"var:preset|spacing|20","bottom":"var:preset|spacing|20","left":"var:preset|spacing|20","right":"var:preset|spacing|20"}},"elements":{"link":{"color":{"text":"var:preset|color|base"}}}},"backgroundColor":"luminous-vivid-orange","textColor":"base"} -->
<p class="has-base-color has-luminous-vivid-orange-background-color has-text-color has-background has-link-color" style="padding-top:var(--wp--preset--spacing--20);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--20)">Past Performance does not predict future returns</p>
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<div class="wp-block-column" style="flex-basis:33.33%"><!-- wp:heading {"level":3,"fontSize":"small"} -->
<h3 class="wp-block-heading has-small-font-size">Key Fund Information</h3>
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<h3 class="wp-block-heading has-background has-small-font-size" style="background-color:#eeeeee;margin-top:var(--wp--preset--spacing--30);margin-right:0;margin-bottom:-2em;margin-left:0"><strong>Risk and Reward Profile</strong></h3>
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<!-- wp:group {"style":{"color":{"background":"#eeeeee"},"spacing":{"padding":{"top":"var:preset|spacing|20","bottom":"var:preset|spacing|20","left":"var:preset|spacing|20","right":"var:preset|spacing|20"},"margin":{"top":"0","bottom":"0"}}},"layout":{"type":"constrained"}} -->
<div class="wp-block-group has-background" style="background-color:#eeeeee;margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--20);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--20)"><!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px">The risk indicator assumes you keep the product for 3 years. The actual risk can vary significantly if you cash in at an early stage and you may get back less.</p>
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<p style="margin-top:0;margin-bottom:0;font-size:12px">The summary risk indicator is a guide to the level of risk of this product compared to other products. It shows how likely it is that the product will lose money because of movements in the markets or because we are not able to pay you.</p>
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<p class="has-small-font-size" style="margin-top:var(--wp--preset--spacing--30);margin-bottom:var(--wp--preset--spacing--30)"><strong>Additional Information</strong></p>
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<p style="margin-top:var(--wp--preset--spacing--20);margin-bottom:var(--wp--preset--spacing--20);font-size:12px;font-style:normal;font-weight:700;line-height:1">The information presented in this factsheet is for illustrative purposes only and does not constitute investment advice or an offer to buy or sell any financial instruments. Please note: This sample fund factsheet was generated using the InvePress plugin, a powerful tool designed to create live, print-friendly, and <a href="https://invepress.com">automated fund factsheets</a> within a flexible WordPress workflow. The content shown is for demonstration purposes only and may not reflect current market conditions or comply with regulatory requirements.</p>
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<div class="wp-block-invepress-fund-report alignfull" style="height:297mm"><div style="width:210mm;height:297mm" class="wp-block-invepress-fund-report-page"><!-- wp:columns {"style":{"color":{"background":"#ffce00"},"spacing":{"padding":{"left":"0","right":"0","top":"var:preset|spacing|30","bottom":"var:preset|spacing|30"},"margin":{"top":"0","bottom":"0"}}}} -->
<div class="wp-block-columns has-background" style="background-color:#ffce00;margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--30);padding-right:0;padding-bottom:var(--wp--preset--spacing--30);padding-left:0"><!-- wp:column {"verticalAlignment":"center","width":"20%","style":{"spacing":{"padding":{"top":"var:preset|spacing|20","bottom":"var:preset|spacing|20","left":"var:preset|spacing|20","right":"var:preset|spacing|20"}},"elements":{"link":{"color":{"text":"var:preset|color|base"}}}},"backgroundColor":"luminous-vivid-orange","textColor":"base"} -->
<div class="wp-block-column is-vertically-aligned-center has-base-color has-luminous-vivid-orange-background-color has-text-color has-background has-link-color" style="padding-top:var(--wp--preset--spacing--20);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--20);flex-basis:20%"><!-- wp:paragraph {"align":"right","fontSize":"medium"} -->
<p class="has-text-align-right has-medium-font-size"><strong>Alpha Asset Management</strong></p>
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<div class="wp-block-column" style="flex-basis:66.66%"><!-- wp:heading {"level":1,"style":{"elements":{"link":{"color":{"text":"var:preset|color|black"}}},"typography":{"fontStyle":"normal","fontWeight":"400","lineHeight":"1","fontSize":"32px"}},"textColor":"black"} -->
<h1 class="wp-block-heading has-black-color has-text-color has-link-color" style="font-size:32px;font-style:normal;font-weight:400;line-height:1"><strong>Alpha Global Equity Value Fund</strong></h1>
<!-- /wp:heading -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}}},"fontSize":"small"} -->
<p class="has-small-font-size" style="margin-top:0;margin-bottom:0">Designed for long-term capital growth, the fund also places strong emphasis on managing risk in a dynamic global market.</p>
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<div class="wp-block-columns is-not-stacked-on-mobile" style="padding-top:0;padding-right:var(--wp--preset--spacing--60);padding-bottom:0;padding-left:var(--wp--preset--spacing--60)"><!-- wp:column -->
<div class="wp-block-column"><!-- wp:heading {"level":3,"style":{"spacing":{"margin":{"top":"var:preset|spacing|50","bottom":"-1em"}}},"fontSize":"small"} -->
<h3 class="wp-block-heading has-small-font-size" style="margin-top:var(--wp--preset--spacing--50);margin-bottom:-1em">Top Sectors</h3>
<!-- /wp:heading -->
<!-- wp:invepress/fund-breakdowns {"language":"en","tickers":["121-USD","124-USD"],"breakdown":["5981"],"convertTo":"toEom-","showReferenceDates":false,"showMarkers":true,"markersForColumns":true,"showBars":true,"chartColors":["#ffcc00","#000000"],"backgroundColor":"#ffffff00","stripeColor":"#ffffff00","borderRadius":0,"textSize":12,"headerTextSize":10,"referenceDateTextSize":8,"footerTextSize":8,"lineHeight":1,"horizontalCellSpacing":5,"verticalCellSpacing":2,"stickyColumnMinWidth":50,"columnMinWidth":75,"barColumnMinWidth":50,"borderThickness":0} /--></div>
<!-- /wp:column -->
<!-- wp:column -->
<div class="wp-block-column"><!-- wp:heading {"level":3,"style":{"spacing":{"margin":{"top":"var:preset|spacing|50","bottom":"-1em"}}},"fontSize":"small"} -->
<h3 class="wp-block-heading has-small-font-size" style="margin-top:var(--wp--preset--spacing--50);margin-bottom:-1em">Top Countries</h3>
<!-- /wp:heading -->
<!-- wp:invepress/fund-breakdowns {"language":"en","tickers":["121-USD","124-USD"],"breakdown":["5989"],"convertTo":"toEom-","showReferenceDates":false,"showMarkers":true,"markersForColumns":true,"showBars":true,"chartColors":["#ffcc00","#000000"],"backgroundColor":"#ffffff00","stripeColor":"#ffffff00","borderRadius":0,"textSize":12,"headerTextSize":10,"referenceDateTextSize":8,"footerTextSize":8,"lineHeight":1,"horizontalCellSpacing":5,"verticalCellSpacing":2,"stickyColumnMinWidth":50,"columnMinWidth":75,"barColumnMinWidth":50,"borderThickness":0} /--></div>
<!-- /wp:column --></div>
<!-- /wp:columns -->
<!-- wp:columns {"isStackedOnMobile":false,"style":{"spacing":{"padding":{"right":"var:preset|spacing|60","left":"var:preset|spacing|60"}}}} -->
<div class="wp-block-columns is-not-stacked-on-mobile" style="padding-right:var(--wp--preset--spacing--60);padding-left:var(--wp--preset--spacing--60)"><!-- wp:column {"width":"295px"} -->
<div class="wp-block-column" style="flex-basis:295px"><!-- wp:heading {"level":3,"fontSize":"small"} -->
<h3 class="wp-block-heading has-small-font-size">Market Cap</h3>
<!-- /wp:heading -->
<!-- wp:invepress/fund-breakdown-chart {"language":"en","tickers":["121-USD"],"breakdown":["5997"],"convertTo":"toEom-","showTooltip":false,"showLegend":false,"showFooter":false,"chartColors":["#ffce00","#ff6900","#000000","#cccccc"],"chartHeight":179} /-->
<!-- wp:invepress/fund-breakdowns {"language":"en","tickers":["121-USD","124-USD"],"breakdown":["5997"],"convertTo":"toEom-","showReferenceDates":false,"showMarkers":true,"chartColors":["#ffcc00","#ff6900","#000000","#eeeeee"],"backgroundColor":"#ffffff00","stripeColor":"#ffffff00","borderRadius":0,"textSize":12,"headerTextSize":10,"referenceDateTextSize":8,"footerTextSize":8,"lineHeight":1,"horizontalCellSpacing":5,"verticalCellSpacing":2,"stickyColumnMinWidth":50,"columnMinWidth":60,"barColumnMinWidth":50,"borderThickness":0} /--></div>
<!-- /wp:column -->
<!-- wp:column {"style":{"color":{"background":"#eeeeee"},"spacing":{"padding":{"right":"var:preset|spacing|20","left":"var:preset|spacing|20","top":"var:preset|spacing|20","bottom":"var:preset|spacing|20"}}}} -->
<div class="wp-block-column has-background" style="background-color:#eeeeee;padding-top:var(--wp--preset--spacing--20);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--20)"><!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2"><strong>Credit and Default Risk</strong></p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2">A decline in the financial health of an issuer of a fixed income security can lead to an inability or unwillingness to repay a loan or meet a contractual obligation. This could cause the value of its bonds to fall or become worthless. Funds with high exposures to non-investment grade securities have a higher exposure to this risk.</p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2"><strong>Commodities Risk</strong></p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2">The value of commodity related investments may fluctuate substantially due to changes in supply and demand and/or due to political, economic or financial events.</p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2"><strong>Currency Risk</strong></p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2">Changes in exchange rates may cause the value of investments to decrease or increase.</p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2"><strong>Equity Risk</strong></p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2">The value of equity or equity related securities may be affected by stock market movements. Drivers of price fluctuations include general economic and political factors as well as industry or company specific factors.</p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2"><strong>Derivatives and Counterparty Risk</strong></p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2">The use of certain derivatives could result in the fund having a greater or more volatile exposure to the underlying assets and an increased exposure to counterparty risk. This may expose the fund to larger gains or losses associated with market movements or in relation to a trade counterparty being unable to meet its obligations.</p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2"><strong>Liquidity Risk</strong></p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2">Difficult market conditions could result in certain securities becoming hard to sell at a desired time and price.</p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2"><strong>Interest Rate Risk</strong></p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2">Changes in interest rates will usually result in the values of bond and other debt instruments moving in the opposite direction (e.g. a rise in interest rates likely leads to fall in bond prices).</p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2"><strong>Small-Cap and Mid-Cap Company Risk</strong></p>
<!-- /wp:paragraph -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0"}},"typography":{"fontSize":"12px","lineHeight":"1.2"}}} -->
<p style="margin-top:0;margin-bottom:0;font-size:12px;line-height:1.2">The prices of shares of small and medium-sized companies may fluctuate more than that of larger companies.</p>
<!-- /wp:paragraph --></div>
<!-- /wp:column --></div>
<!-- /wp:columns -->
<!-- wp:paragraph {"style":{"spacing":{"margin":{"top":"0","bottom":"0","left":"var:preset|spacing|60","right":"var:preset|spacing|60"}},"typography":{"fontSize":"12px","fontStyle":"normal","fontWeight":"700","lineHeight":"1"}}} -->
<p style="margin-top:0;margin-right:var(--wp--preset--spacing--60);margin-bottom:0;margin-left:var(--wp--preset--spacing--60);font-size:12px;font-style:normal;font-weight:700;line-height:1">The information presented in this factsheet is for illustrative purposes only and does not constitute investment advice or an offer to buy or sell any financial instruments. Please note: This sample fund factsheet was generated using the InvePress plugin, a powerful tool designed to create live, print-friendly, and <a href="https://invepress.com">automated fund factsheets</a> within a flexible WordPress workflow. The content shown is for demonstration purposes only and may not reflect current market conditions or comply with regulatory requirements.</p>
<!-- /wp:paragraph --></div></div>
<!-- /wp:invepress/fund-report -->Default block settings (place invepress.json file in your theme root folder)
{
"invepress/fund-performance-line-chart": {
"showLegend" : true,
"legendPosition" : "bottom",
"showFooter" : true,
"oppositeYaxis" : false,
"showTooltip": true,
"showDividends": true,
"areaFill": 0.6,
"isMonochromatic" : false,
"chartColors" : ["#ffce00", "#000000", "#ff6900", "#cccccc"],
"textColor" : "#000000",
"footerTextColor" : "#000000",
"backgroundColor" : "#ffffff",
"gridColor" : "#cccccc",
"positiveColor" : "#000000",
"negativeColor" : "#000000",
"textSize" : 16,
"footerTextSize" : 12,
"chartHeight" : 300
},
"invepress/fund-performance": {
"tableLayout" : "horizontal",
"showColumnHeaders" : true,
"showRowHeaders" : true,
"showReferenceDates" : true,
"showMarkers" : false,
"markersForColumns" : false,
"showBars" : false,
"barsOrientation" : "horizontal",
"showFooter" : true,
"isMonochromatic" : false,
"chartColors" : ["#ffce00", "#000000", "#ff6900", "#cccccc"],
"textColor" : "#000000",
"headerTextColor" : "#000000",
"referenceDateTextColor" : "#000000",
"footerTextColor" : "#000000",
"backgroundColor" : "#ffffff",
"stripeColor" : "#cccccc",
"borderColor" : "#000000",
"positiveColor" : "#000000",
"negativeColor" : "#000000",
"borderRadius" : 4,
"textSize" : 16,
"headerTextSize" : 14,
"referenceDateTextSize" : 12,
"footerTextSize" : 12,
"lineHeight" : 1.2,
"horizontalCellSpacing" : 10,
"verticalCellSpacing" : 5,
"stickyColumnMinWidth" : 200,
"columnMinWidth" : 200,
"barColumnMinWidth" : 200,
"barRowHeight" : 200,
"borderThickness" : 1,
"chartGap" : 1
},
"invepress/fund-performance-bar-chart": {
"showLegend" : true,
"legendPosition" : "bottom",
"showFooter" : true,
"oppositeYaxis" : false,
"showTooltip": true,
"isMonochromatic" : false,
"chartColors" : ["#ffce00", "#000000", "#ff6900", "#cccccc"],
"textColor" : "#000000",
"footerTextColor" : "#000000",
"backgroundColor" : "#ffffff",
"gridColor" : "#cccccc",
"positiveColor" : "#000000",
"negativeColor" : "#000000",
"textSize" : 16,
"footerTextSize" : 12,
"chartHeight" : 300,
"chartGap" : 1
},
"invepress/fund-breakdowns": {
"hasLinks" : true,
"tableLayout" : "vertical",
"showColumnHeaders" : true,
"showRowHeaders" : true,
"showReferenceDates" : true,
"showMarkers" : false,
"markersForColumns" : false,
"showBars" : false,
"barsOrientation" : "horizontal",
"barsUnscaled" : false,
"showFooter" : true,
"isMonochromatic" : false,
"chartColors" : ["#ffce00", "#000000", "#ff6900", "#cccccc"],
"textColor" : "#000000",
"headerTextColor" : "#000000",
"referenceDateTextColor" : "#000000",
"footerTextColor" : "#000000",
"backgroundColor" : "#ffffff",
"stripeColor" : "#cccccc",
"borderColor" : "#000000",
"borderRadius" : 4,
"textSize" : 16,
"headerTextSize" : 14,
"referenceDateTextSize" : 12,
"footerTextSize" : 12,
"lineHeight" : 1.2,
"horizontalCellSpacing" : 10,
"verticalCellSpacing" : 5,
"stickyColumnMinWidth" : 200,
"columnMinWidth" : 200,
"barColumnMinWidth" : 200,
"barRowHeight" : 200,
"borderThickness" : 1,
"chartGap" : 1
},
"invepress/fund-breakdown-chart": {
"showTooltip" : true,
"chartType" : "donut",
"showLegend" : true,
"legendPosition" : "top",
"showFooter" : true,
"isMonochromatic" : false,
"chartColors" : ["#ffce00", "#000000", "#ff6900", "#cccccc"],
"textColor" : "#000000",
"footerTextColor" : "#000000",
"backgroundColor" : "#ffffff",
"textSize" : 16,
"footerTextSize" : 12,
"chartHeight" : 300,
"donutSize" : 65,
"legendWidth" : 200,
"chartGap" : 1
},
"invepress/fund-facts": {
"hasLinks" : true,
"tableLayout" : "vertical",
"showColumnHeaders" : true,
"showRowHeaders" : true,
"showReferenceDates" : true,
"showMarkers" : false,
"markersForColumns" : false,
"isMonochromatic" : false,
"chartColors" : ["#ffce00", "#000000", "#ff6900", "#cccccc"],
"textColor" : "#000000",
"headerTextColor" : "#000000",
"referenceDateTextColor" : "#000000",
"backgroundColor" : "#ffffff",
"stripeColor" : "#cccccc",
"borderColor" : "#000000",
"borderRadius" : 4,
"textSize" : 16,
"headerTextSize" : 14,
"referenceDateTextSize" : 12,
"lineHeight" : 1.2,
"horizontalCellSpacing" : 10,
"verticalCellSpacing" : 5,
"stickyColumnMinWidth" : 200,
"columnMinWidth" : 200,
"borderThickness" : 1
},
"invepress/fund-ratios": {
"hasLinks" : true,
"tableLayout" : "horizontal",
"showColumnHeaders" : true,
"showRowHeaders" : true,
"showReferenceDates" : true,
"showMarkers" : false,
"markersForColumns" : false,
"showFooter" : true,
"isMonochromatic" : false,
"chartColors" : ["#ffce00", "#000000", "#ff6900", "#cccccc"],
"textColor" : "#000000",
"headerTextColor" : "#000000",
"referenceDateTextColor" : "#000000",
"footerTextColor" : "#000000",
"backgroundColor" : "#ffffff",
"stripeColor" : "#cccccc",
"borderColor" : "#000000",
"positiveColor" : "#000000",
"negativeColor" : "#000000",
"borderRadius" : 4,
"textSize" : 16,
"headerTextSize" : 14,
"referenceDateTextSize" : 12,
"footerTextSize" : 12,
"lineHeight" : 1.2,
"horizontalCellSpacing" : 10,
"verticalCellSpacing" : 5,
"stickyColumnMinWidth" : 200,
"columnMinWidth" : 200,
"borderThickness" : 1
},
"invepress/fund-dividends": {
"tableLayout" : "horizontal",
"showColumnHeaders" : true,
"showRowHeaders" : false,
"showFooter" : true,
"textColor" : "#000000",
"headerTextColor" : "#000000",
"footerTextColor" : "#000000",
"backgroundColor" : "#ffffff",
"stripeColor" : "#cccccc",
"borderColor" : "#000000",
"borderRadius" : 4,
"textSize" : 16,
"headerTextSize" : 14,
"footerTextSize" : 12,
"lineHeight" : 1.2,
"horizontalCellSpacing" : 10,
"verticalCellSpacing" : 5,
"columnMinWidth" : 200,
"borderThickness" : 1
},
"invepress/fund-listings": {
"tableLayout" : "horizontal",
"showColumnHeaders" : true,
"showRowHeaders" : true,
"textColor" : "#000000",
"headerTextColor" : "#000000",
"backgroundColor" : "#ffffff",
"stripeColor" : "#cccccc",
"borderColor" : "#000000",
"borderRadius" : 4,
"textSize" : 16,
"headerTextSize" : 14,
"lineHeight" : 1.2,
"horizontalCellSpacing" : 10,
"verticalCellSpacing" : 5,
"stickyColumnMinWidth" : 200,
"columnMinWidth" : 200,
"borderThickness" : 1
}
}
CSS (add custom css to your theme)
.hero th div, .hero td div {
justify-content:left !important;
text-align: left !important;
}
.wp-block-invepress-table-overflow tr {
border-top: 1px solid #CCCCCC !important;
}
.hero .wp-block-invepress-table-overflow tr {
border: none !important;
}
details.mod summary {
list-style: none;
cursor: pointer;
display: flex;
align-items: center;
gap: 0.5em;
background: #eeeeee;
padding: 0.5em 1em;
}
details.mod summary::-webkit-details-marker {
display: none;
}
details summary::before {
content: "+";
font-weight: bold;
font-size: 1em;
line-height: 1;
display: inline-block;
width: 1em;
text-align: center;
flex-shrink: 0;
}
details[open] summary::before {
content: "−";
}
#scrollspy {
white-space: nowrap;
overflow: scroll;
}
#scrollspy a.active {
border-color: #000000 !important;
}JS (add custom js to your theme)
document.addEventListener("DOMContentLoaded", function () {
const menuLinks = document.querySelectorAll('#scrollspy a[href^="#"]');
const sections = [];
menuLinks.forEach(link => {
const target = document.querySelector(link.getAttribute("href"));
if (target) sections.push(target);
});
const offset = 200;
function onScroll() {
let currentSectionId = null;
for (const section of sections) {
const rect = section.getBoundingClientRect();
if (rect.top <= offset) {
currentSectionId = section.id;
}
}
menuLinks.forEach(link => {
link.classList.remove("active");
if (link.getAttribute("href") === `#${currentSectionId}`) {
link.classList.add("active");
}
});
}
window.addEventListener("scroll", onScroll);
onScroll();
});