How to read fund statistics

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There are so many things on fund factsheets these days I don't know where to start. We have certain...

There are so many things on fund factsheets these days I don't know where to start. We have certainly moved on from fund factsheets that contained just a performance graph and a list of the top 10 holdings. The information provided these days tends to fall into the categories of performance attribution, risk metrics and fund ratings. Performance attribution Performance attribution focuses on where a fund's performance has come from. Rather than simply listing the sectors invested in, many factsheets will present this information both in terms of how sector weightings deviate from the b...