How do I produce factsheets?

You can produce an individual fund fact sheet by clicking on the factsheet icon as shown below:

You can also produce a portfolio factsheet by clicking on the Portfolio Factsheet button as shown below:

You have the choice to produce a series of individual factsheets within the portfolio, a weighted portfolio factsheet or a weighted portfolio factsheet that is benchmarked against either the sector average or another existing portfolio as shown in the screen below: