Key Facts Vertical
The Key Facts application is used to display specific facts per fund, share class or segmentation. Key Facts typically include name and value pairing, disclaimers as well as commentary.
This configuration variation includes the following features:
- Vertical layout of the summary blocks
- Risk indicator (SSRI) can be set as a numerical scale between 1 and 7
- Tooltips can be configured within Studio
- Arrow icons for the change up and down indicators are customizable, for example a green triangle
- An “as at date” can be added as a subtitle
Application
Data
{
“effective_date”: {
“value”: “2020-06-12”
},
“fund_name”: {
“value”: “Kapital Equity Fund”
},
“fund_size”: {
“value”: “€110.48m”
},
“srri_risk_score”: {
“value”: 4
},
“code”: “daily_prices”,
“values”: [
{
“change_value”: 0.0385,
“effective_date”: “2022-10-04”,
“label”: “price_change”,
“price_currency”: “EUR”,
“price_date”: “2022-10-02”,
“value”: 2.7654
}
]
},
{
“code”: “key_facts_training”,
“values”: [
{
“date”: “2022-09-22”,
“label”: “NAV”,
“value”: 175.097
},
{
“date”: “2022-09-22”,
“label”: “AUM”,
“value”: 283159243.57
},
{
“date”: “2022-09-22”,
“label”: “pricechange”,
“price_daily_change”: 0.07,
“price_daily_change_percent”: 0.14,
“value”: 15.89
}
]
},
[
“price_change_tooltip”: [
{
“culture”: “en-GB”,
“disclaimer”: “<p>The difference between today’s price and the price of the previous business day.</p>”
}
],
],
“risk_rating_tooltip”: [
{
“culture”: “en-GB”,
“disclaimer”: “<p>Risk is defined as the uncertainty of your return and the potential for capital loss in your investments.</p>”
}
],