Skip to main content
Simple Fund 360 Knowledge Centre Help Centre home page Simple Fund 360 Knowledge Centre
Submit a request
Sign in
  1. Simple Fund 360 Knowledge Centre
  2. Reports
  3. Investment Reports

Investment Reports

  • Strategic Asset Allocation Report
  • Asset Allocation Pie Chart
  • Defensive vs Growth Asset Allocation Pie Chart
  • Asset Allocation Report
  • Property Summary Report
  • Progress Report
  • Detailed Purchase and Disposal Report
  • Detailed Investment Strategy Comparison Report
  • 45 Day Holding Period Rule
  • Time Weighted Rate of Return (TWRR)
  • Investment Summary Report
  • Investment Income Report
  • Investment Strategy Comparison Report
  • Market Movement Report
  • Detailed Schedule of Fund Assets
  • Investment Performance Report
  • Investment Total Return Report
Simple Fund 360 Knowledge Centre