The SAND360 plugin has been specially developed for asset management companies wishing to present the performance of their investment funds clearly and dynamically on their website. This solution automatically displays financial performance tables and interactive graphs based on net asset values (NAVs), in order to visualize a fund’s evolution over different periods: YTD, 1 month, 3 months, 1 year, 3 years or since inception.
Thanks to its simple integration into your WordPress site, SAND360 makes it easy to publish reliable, easy-to-read performance reports online, while enabling comparison with reference indices or benchmarks. Investors and partners can quickly analyze a fund’s evolution, understand its trajectory and compare its results in a modern, interactive graphic environment.
In addition to displaying performance data, our solution can also automate data updates and structure the presentation of financial information to meet the expectations of investors, distributors and management company marketing teams.
With SAND360, you can add value to your funds with professional performance charts, clear data tables and a user experience designed for viewing financial information.
To find out how to integrate these functionalities into your site and automate the presentation of your funds’ performance, contact the SAND agency.
We retrieve the fund’s NAVs and benchmark values from your site’s database to plot curves and dynamically calculate performance.
We retrieve fund NAVs and benchmark values from your site’s database to dynamically calculate performance and spreads.
| Le nom du fonds (Part) EUR | Benchmark | Difference | |
|---|---|---|---|
| ● NAV | 1 372.94 € | 1 289.20 € | – |
| ● YTD | 10.53% | 6.89% | 3.64% |
| ● 1 mois | 10.53% | 5.70% | 4.83% |
| ● 3 mois | 1.25% | 6.03% | -4.78% |
| ● 1 an | 4.82% | 8.71% | -3.90% |
| ● 3 ans | -2.64% | -4.67% | 2.03% |
| ● Création | 37.29% | 28.92% | 8.37% |
We retrieve fund NAVs from your site’s database to dynamically calculate cumulative and annualized performance and volatility.
| Fonds | YTD | 1 mois | 3 mois | 6 mois | 1 an | 3 ans | 5 ans | Création |
|---|---|---|---|---|---|---|---|---|
| Mon Fonds | 10,53 % | 10,53 % | 1,25 % | -2,44 % | 4,82 % | -2,64 % | 9,51 % | 37,29 % |
| Mon Fonds | – | – | – | – | 4,82 % | -0,89 % | 1,83 % | 4,02 % |
| Volatilité | – | 17,18 % | 20,18 % | 17,21 % | 14,91 % | 17,43 % | 19,49 % | 17,23 % |
We retrieve the fund’s NAVs and benchmark values from your site’s database to dynamically display performance (excluding the current year).