Globe Advisor ProStation release notes
Globe Advisor ProStation release notes
www.globeadvisor.com

Mutual Fund Charting

 

New

 

 

Holdings within Client Proposals and Lists create direct links to profile pages within Globe Investor.

Within the the "Full Chart" view, charting tools for Mutual Funds now differs from other forms of charting on Globe Investor in that values are “Total Return” and inclusive of compound dividends.

This presentation is otherwise called “Growth of $10,000” and is typical of how Mutual Fund performance is presented. It shows a fund’s performance based on how $10,000 invested in the funds would have grown over time with the dividends reinvested.

It begins at the fund’s inception, and provides a more accurate representation of performance than unit values. When generating a chart it is possible to overlay:

  • Other Mutual Funds
  • Pre-selected Total Return index values
  • Fundata Prospectus Risk Indices (to measure mutual funds according to the level of risk assigned by the fund manager)