[Updated 2023] Top 20 Examples of Fund Sheets With Editable Templates 

Tesla stocks are up an incredible 695% in 2020, making it one of the world's most admired companies at a $630 billion valuation. By any traditional means, this valuation seems crazy. However, Tesla has nailed it despite its tumultuous model. 

 

Given its mammoth size, the company is expected to spur another billion dollars with its debut in S&P 500. 

 

This has left many investors wondering where index-tracking mutual funds will find the $80 billion of stocks they’ll need to own in Elon Musk's carmaker. 

 

This one of Wall Street’s most loved and hated stock companies has really challenged our beliefs and perception about mutual funds and trading. And investors should seek answers to their questions before making any decision. 

 

A fund sheet comes in very handy for this type of analysis. 

 

A fund sheet can be used by investors to learn more about products, growth stories, and self-driving technologies. It will also serve as an efficient asset listing tool to determine which stocks to add and which to eliminate. 

 

SlideTeam gives you all this and more with its fully-equipped one-page fund sheet templates. So if you are nothing but ambitious like Musk, Zuckerberg, and other pioneers, explore these fund sheets and use them to strategize and energize your decisions! 

Bonus: These templates not only cater to the helm of electric-vehicle manufacturers but also other industries and sectors that require a well-implemented financial mechanism and crisp planning structure to counteract their competition. 

Let us start exploring and downloading these masterpieces! 

Template 1 

This one-pager fact sheet is a great tool for investors, fund houses, and companies to provide an overview of the fund on a single sheet. Use this one-page template to share key data relevant to investors, so they can analyze it before investing in it. The fund information fact sheet also includes sections on fund details, investment strategy, cumulative performance, and geographical allocation. This PPT Slide is 100% editable and compatible across presentations software. Download now.

 

Download One-Page Technology Fund Fact Sheet Presentation Report

Template 2

If your company or sector is expected to benefit from economic trends or cycles, then use this one-page PPT Layout to get your investors interested. Share details about investment objectives, fund performances, holdings, and fee expenses with editable graphs and charts. These graphs are editable and Excel-linked, meaning you can present your company data easily and professionally with this PPT Template. Go ahead and download it now.

 

Download One-Page Economy Fund Fact Sheet Presentation Report

Template 3

Want to build transparency and therefore accord with your investors, use this single slide PPT Template to share your project cost sheet. Match the investment amount with credible funding sources and shed light on our fruitful endeavors. Attract new investors by deploying this 100% editable template that is compatible across all presentation software now!

 

Download Project Investment Cost Sheet With Funding Sources PPT Template 

 

Template 4

With this 100% editable PPT Template, share data on the private investment fund that is not widely available to the general public. Present status related to key performances, fact sheets and sector allocation with this hedge-fund sheet graphical template. Furthermore, suffice this content-ready design with key benefits to get relevant private investors interested. Go ahead and download this editable PPT Layout now!

 

Download One-Page Hedge Fund Fact Sheet Presentation Report

Template 5

Maintain a pension fund sheet with this one-page editable PPT Template. Include investment details, interest rates, along with a snapshot of the pensioner’s plans in this content-ready PPT Design. With a basic framework laid down, you only need to plug in the relevant data and thus maintain a professional record that can be accessed by recipients and easily shared across all present software like PowerPoint and Google Slides. Download this graphically-powered PPT Design now!

 

Download One-Page Pension Fund Sheet Presentation Report

Template 6

This one-pager bond sinking fund sheet is an effective tool that companies and firms can use to highlight the performance of their investments and funds. You can jot down your organization's name, logo, and address on our one-page investment fact sheet and distribute it to gain traction. The fund sheet comes in an editable format, which allows for unlimited customization. So download it now! 

 

Download One Pager Bond Sinking Fund Sheet Presentation Report

Template 7

Here is an example of a fact sheet detailing the equity income fund in a one-page format. Companies, investment firms, and fund houses can use this one-pager fund sheet to highlight the performance, goals, and other important information. It is 100% editable. So don't delay! Grab it now! 

 

Download One Pager Equity Income Fund Fact Sheet Presentation Report

Template 8

This is a type of visual fact sheet that can benefit investment firms and fund houses. It is also a nifty tool that provides investors with a simple and lucid overview of the fund portfolio, which they can customize as per their liking. Deploying this template will ensure that the information is displayed in a professional and well-structured format. Hence, don't delay! Download it now! 

 

Download One Pager Core Equity Fund Fact Sheet Presentation Report Infographic

Template 9

This one-page PowerPoint template displays the capital project fund balance sheet. Key in your important details like name, total assets, fund equity, etc, which can be updated from time to time. For this reason, download this one-page template and use it multiple times for different projects. 

 

Download One Pager Capital Projects Fund Balance Sheet Presentation Report Infographic

Template 10

Here is a one-page PowerPoint presentation template for restricted funds in non-profit accounting. Include the name of your NGO, a suitable logo, and a concise and clear description of your organization in this one-pager to display a comprehensive report. It is compatible with PowerPoint and Google Slides, making it a very nifty tool. Therefore, grab it now! 

 

 

Download One Pager Non Profit Accounting Restricted Funds Sheet Presentation Report

Template 11

Use this fund sheet template to summarize the features and performance of pension plans. This section also provides a broader overview of various plans and their individual characteristics for you to make informed decisions. Thus, it is a must-have design for all the fund houses and investment bankers to be at the forefront always! 

 

Download One Pager Pension Fund Sheet Presentation Report Infographic PPT

Template 12

This fact sheet contains details about the fund performance and ledger that are displayed on a single page. As a result, it can be an extremely helpful tool for institutions and companies to upscale their financial statements. The digital output can also be enhanced by editing any of the components presented in this one-pager. Therefore, it is a must-have tool that you should download and use. 

 

Download One Pager Fund Ledger Sheet Presentation Report Infographic

Template 13

You can use this one-page fund sheet for quick overviews of important facts about your business, startup, or organization. It is mainly concerned with convertible bonds that you can update and customize. In a nutshell, this is a concise summary of your business that can be tailored to many different uses.

 

Download One Pager Convertible Bond Fund Fact Sheet Presentation Report Infographic

Template 14

Determine and examine the financial strength of a company using this balance fund sheet. Use it to relay information and present details such as fund objectives, sources of funds, assets, liabilities, and more. It is a clear and concise template that can be shared and utilized on various occasions to make informed financial decisions. So grab it now and make the necessary changes! 

 

Download One Pager Cash Fund Balance Sheet Presentation Report Infographic PPT

Template 15

Give an overview of your company’s growth fund and the likes using this one-page document. It is a highly detailed document that investors can use periodically to assess the performance graph, thereby making informed financial decisions. 

 

Download One Pager Growth Fund Fact Sheet Presentation Report Infographic PPT

Template 16

Fund sheets are a simple solution to laying out all the essential information about investments in an easily digestible format. This is one such template that ensures that all the needs and requirements of financial houses and investment firms are met, as it is short, crisp, and to the point. You can use it to provide a breakdown of mutual funds of renowned companies like Tesla, Amazon, Google, etc, or to study and project your financial statements. The choices are endless. Therefore, grab it now! 

 

Download One Page Mutual Fund Tear Sheet Presentation Report Infographic PPT

Template 17

Provide investors with a concise and clear overview of the complexities of business investment, with this nifty fund sheet template. It adorns a blue and grey thematic presentation that can be customized as per your liking. Important information can also be added to this handy template to make it more informative and useful for business houses and investment agencies. 

 

 Download One Pager Seed Funding Term Sheet Presentation Report Infographic PPT

Template 18

Utilize this versatile fund sheet template to present investors with a concise and clear overview of the complexities of business investment so that they can make informed decisions. Input all the necessary details here and reproduce it in PNG, JPG, PDF, and PPT formats for a more advanced digital outcome. 

 

Download One Pager Funds Allocation Sheet Example Presentation Report

Template 19

This is a technology fact sheet design that you can use to showcase cumulative performance. It can be deployed by both professionals and novice investors to confidently display their funding strategies. Since it presents detailed information on a single page and is a versatile and adaptable tool for every organization.  

 

Download One Pager Technology Fund Fact Sheet Presentation Report

Template 20

Seek potential and income growth opportunities among various organizations using this fact sheet template. It displays important facts about fund performance neatly. You can, therefore, present it to the steering committee or other representatives to come up with a better plan of action. 

 

Download One Pager Dividend Opportunity Fund Fact Sheet Presentation Report Infographic

Template 21

Having this American growth fact sheet analysis at hand provides investors with practical information about the fund portfolio in a simple manner. Therefore, input important details, highlight key points, and present it now! 

 

Download One Pager American Growth Fund Fact Sheet Presentation Report

Template 22

With our one-page fund portfolio fact sheet, you can record key information like investment objectives, fund facts, top holdings, etc, and display them in a well-structured format. This template also consists of Excel-linked charts and graphs that can be edited and customized as per your needs. 

 

Download One Page Capital Funding Fact Sheet Presentation Report Infographic

Template 23

Deploy this fact sheet to analyze the science and technology fund portfolio and provide investors with critical information in a straightforward and lucid manner. This one-pager comes in an editable format. So download it now! 

 

Download One Pager Science And Technology Fund Fact Sheet Presentation Report Infographic PPT

Template 24

This is a one-page fact sheet for community funds. Use this handy tool to make clear and concise reports for investment houses and funding agencies to make informed decisions. It is also a great tool to view and represent the financial statements that can be edited and customized. 

 

Download One Pager Commodity Fund Fact Sheet Presentation Report Infographic PPT PDF Document

Template 25

If representing and creating an income and growth fund sheet is a challenging task for you, then use this template. It sums up all the quality information and details about fund performance. It can be used by any company or industry as per their needs. 

 

 Download One Pager Income And Growth Fund Fact Sheet Presentation Report Infographic PPT 

 

To conclude 

 

It is not all peaches and roses. Markets, and mutual funding markets in particular, are prone to various upheavals, making it important to track and keep yourself updated with global happenings. These templates help realize geopolitical tensions and the impact of various renowned companies, thus helping you as an investor to fund only the best. 

 

So what are you waiting for? Download it now, and who knows, there may be a future Elon Musk in you! 

P.S. If product fact sheet templates are on your radar, and you haven’t found any that interests you, how about exploring this guide here? Trust us, you won’t be disappointed! 

FAQs on Fund Sheets

How do I create a fund fact sheet?

Creating a fund fact sheet involves a few key steps:

 

• Define the purpose of your fund fact sheet: Before you start creating your fact sheet, you need to determine the purpose of the document. What information do you want to convey to your audience? What kind of investors are you targeting? Knowing your target audience will help you create a document that is both informative and appealing.
• Gather the necessary data: The next step is to gather all the relevant information about your fund. This will include information about the fund's investment strategy, performance data, fees and expenses, asset allocation, and risk profile. You may also want to include information about the fund manager and their experience.
• Organize the data: Once you have gathered all the necessary information, you need to organize it in a logical and easy-to-read format. This may involve creating tables, charts, and graphs to help visualize the data.
• Design the fact sheet: The design of your fact sheet is important in attracting investors and conveying your message effectively. You may want to include the fund's logo and branding, use colors and fonts that are consistent with your company's brand, and choose a layout that is easy to read and navigate.
• Review and refine: Before finalizing your fund fact sheet, make sure to review and refine the document to ensure that it is accurate and effectively conveys your message to your target audience. Get feedback from others in your organization or from investors to ensure that the fact sheet meets their needs and expectations.

What is a fund report?

A fund report is a document that provides detailed information about a mutual fund or other type of investment fund. The report typically includes information about the fund's performance, investment strategy, holdings, fees and expenses, risks, and other key metrics.

 

Fund reports are typically prepared and distributed by the fund's investment manager or sponsor on a regular basis, such as quarterly or annually. The reports are intended to provide investors with an objective and transparent view of the fund's performance and other key characteristics, so that they can make informed investment decisions.

Some common types of fund reports include:

 

• Annual Reports: These reports provide a comprehensive overview of the fund's performance over the course of the previous year, including financial statements and other disclosures required by law.
• Semi-Annual Reports: These reports are similar to annual reports but are issued twice a year, typically in the middle and at the end of the year.
• Quarterly Reports: These reports provide a summary of the fund's performance and holdings for the most recent quarter.
• Prospectus: This report provides a detailed overview of the fund, including its investment objectives, strategies, risks, fees, and other important information. It is typically provided to investors when they are considering investing in the fund.

What is the fund fact sheet?

A fund fact sheet is a document that provides investors with key information about a mutual fund or other type of investment fund. The fact sheet is typically prepared by the fund's investment manager or sponsor and is intended to provide investors with a summary of the fund's performance and other key characteristics.

Some of the information typically included in a fund fact sheet includes:

• Fund Performance: The fact sheet will provide performance data for the fund, including its performance over different time periods, such as year-to-date, 1-year, 3-year, and 5-year returns.
• Investment Objectives: The fact sheet will describe the fund's investment objectives, such as its goal for total return or preservation of capital.
• Investment Strategy: The fact sheet will provide a summary of the fund's investment strategy, including its asset allocation, sector exposure, and any other relevant information about how the fund is managed.
• Holdings: The fact sheet will list the fund's top holdings, including the names of individual securities, their percentage weighting in the fund, and any other relevant information about the holdings.
• Fees and Expenses: The fact sheet will provide information about the fund's fees and expenses, including its expense ratio and any other fees that investors may be subject to.
• Risk Profile: The fact sheet will provide a summary of the fund's risk profile, including its volatility, the types of risks the fund is exposed to, and any other relevant information about the fund's risk characteristics.

How do you read a fund sheet?

Reading a fund fact sheet can be a bit overwhelming, but by focusing on a few key sections, you can get a good understanding of the fund's performance and other important characteristics. Here are some tips for reading a fund fact sheet:

 

• Performance: Look at the fund's performance data, which is usually displayed in a table or chart format. This section will show the fund's returns over different time periods, such as year-to-date, 1-year, 3-year, and 5-year returns. Pay attention to the fund's performance relative to its benchmark index and other similar funds.
• Investment Objectives and Strategy: The fact sheet will describe the fund's investment objectives, such as its goal for total return or preservation of capital. It will also provide a summary of the fund's investment strategy, including its asset allocation, sector exposure, and any other relevant information about how the fund is managed.
• Holdings: The fact sheet will list the fund's top holdings, including the names of individual securities, their percentage weighting in the fund, and any other relevant information about the holdings. Look for any concentration in specific sectors or individual securities.
• Fees and Expenses: The fact sheet will provide information about the fund's fees and expenses, including its expense ratio and any other fees that investors may be subject to. Make sure to pay attention to these fees, as they can have a significant impact on the fund's overall returns.
• Risk Profile: The fact sheet will provide a summary of the fund's risk profile, including its volatility, the types of risks the fund is exposed to, and any other relevant information about the fund's risk characteristics. Look for any risks that may be outside of your comfort zone or that you don't fully understand.