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Annual Reports are one of the most valuable tools for any business. The corporate annual report is essential to provide stakeholders and management with details about the company's operations and financial conditions over the previous year. But a steady and up-to-date yearly financial reporting is also necessary to draw better insights and make smart business decisions for the company. One of such significant financial documents is the Mutual Fund Annual Report.
In this blog, we will provide you with the best PowerPoint templates for delivering an efficient and well-formatted mutual fund annual report. These mutual fund annual report templates will help financial firms, asset management companies, and mutual fund houses to provide a clear picture of different funds' performance in a well-compiled yearly report document.
But before that, let's first understand the meaning of a mutual fund annual report.
What is a Mutual Fund Annual Report?
The mutual fund annual report is a yearly publication of a company's fund performance throughout a fiscal year. It discloses certain aspects of a mutual fund's operations and financial condition. A mutual fund annual report, along with a fund's prospectus and statement of additional information, is a source of multi-year fund data and performance, which is provided to fund shareholders as well as to prospective fund investors. Most of the information covered in a mutual annual report is quantitative rather than qualitative. This quantitative data addresses the mandatory accounting disclosures required of mutual funds.
Mutual Fund Annual Report Templates to Download and Use
Most part of the mutual fund annual report deals with numbers and data, which makes creating an annual report more tedious. The process of collecting data, processing it, and showcasing it becomes lengthy and exhaustive. But don't you worry, as we are here to save your day. Our professionals curate the below-displayed PowerPoint slides to help you ace your next mutual fund annual report. Working with these 100 percent customizable presentation slides is super easy and fun. So, without further ado, let's get down to these unique templates.
Template 1
Incorporating this PowerPoint slide, you can showcase the address from the firm's executive director and chief executive officers. This slide lets you jot down the firm's objective in quick, digestible points, making it easy for readers to understand.
Download Message From Executive Director and Chief Executive Officer of Firm PPT Slide
Template 2
This promising PowerPoint template will assist you in highlighting the statistics in your mutual fund annual report without cluttering the report. Taking assistance of this PPT slide, you can provide readers with an analysis of the performance of the top mutual fund with different share classes and the average of total return. The pre-designed table provided in this PowerPoint slide showcases the illustration of fund performance. Also, this template comprises line graphs that you can easily edit to update fund-specific data.
Download Analyzing Performance Of Top Mutual Fund in 2020 Template
Template 3
Take advantage of this pre-designed template to familiarize readers with the top mutual fund share prices for the past year's fund performance. Utilize the pre-designed graphs to project data and save the time to create anything from scratch.
Download Determining Share Price Of Top Mutual Fund FY2020 PPT Slide
Template 4
This PowerPoint template covers a pre-developed table covering financial highlights in terms of current NAV, Peak NAV, and percentage of return. Downloading this slide, you can easily update the scheme names, categories, current NAV, Peak NAV, and percentage of return details.
Download Determining NAV Values of Various Mutual Fund PowerPoint Slide
Template 5
Showcasing the overview of your company with its history and achievements will become a piece of cake with this stylish PowerPoint template. This slide covers the company's history in brief points. You can also mention the milestones achieved by your company with the respective year in digestible points.
Download Company History Timeline With Milestone Achievement Template
Template 6
This slide represents the growth factor of the mutual fund industry with the graphical representation of fund performance. It also covers the critical takeaway taken from the analysis in brief points.
Download Determining Mutual Fund Industry Growth Slide
Template 7
Incorporate this PPT slide to easily update your company’s financial statements in the pre-developed table provided in this template. This PowerPoint template covers the financial statement for the year 2020, including income, profit, loss, etc.
Download Consolidated Cash Flow Statement FY 2020 (1/2) PPT
Template 8
In continuation with the last slide, this template covers the other comprehensive income details for the company's financial statements for the year 2020.
Download Consolidated Cash Flow Statement FY 2020 (2/2) Template
Template 9
This PowerPoint template covers a content-ready balance sheet which you can easily customize to jot down non-current and current assets of the company. Maintaining the balance sheet statements of your company will become easier with this readily-available consolidated balance sheet PowerPoint template.
Download Consolidated Balance Sheet FY2020 (1/2) Slide
Template 10
In continuation with the last slide, this PowerPoint template covers the rest of the details of the balance sheet statement of the company for the year 2020. Download this slide and customize the pre-developed balance sheet sample in a breeze.
Download Consolidated Balance Sheet FY2020 (2/2) Template
Template 11
This pre-built PowerPoint template covers detail regarding the statement of basic earnings per share (EPS). Taking advantage of this slide, you can modify the particulars to jot down the earnings per share (EPS) for the years 2019 and 2020.
Download Consolidated Statement of Earning Per Share PowerPoint Template
Template 12
Humanize your mutual annual report by showcasing the details of your company’s executive and non-executive members. You can easily replace the images available in this with the board members’ photos. Further, you can jot down their names and designations.
Download Addressing Executive And Nonexecutive Board Member of Firm Template
Conclusion
So, without any further ado, download the deck of the mutual fund annual report and efficiently communicate the company's fund performance with all the concerned parties in one go. Your annual reports will undoubtedly hit the bull's eye with these minimalistic yet sophisticated mutual fund annual report templates. The best part is that our templates will help you enjoy the liberty of exercising absolute customization. So that you can easily modify the templates to fulfill your unique requirements and preferences.
