ANNEX III
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🔗 Back to Summary. 🇫🇷 French Version: 2010R0583_FR.III. Back to Summary of LVL1. Link to the PDF. Direct link to EUR-LEX.
Article II – Entry charge ⬅️ | ➡️ Retour au sommaire
The bar chart presenting past performance shall comply with the following criteria:
1.
the scale of the Y-axis of the bar chart shall be linear, not logarithmic;
2.
the scale shall be adapted to the span of the bars shown and shall not compress the bars so as to make fluctuations in returns harder to distinguish;
3.
the X-axis shall be set at the level of 0 % performance;
4.
a label shall be added to each bar indicating the return in percentage that was achieved;
5.
past performance figures shall be rounded to one decimal place.# Table 1 in anx_II
| One-off charges taken before or after you invest |
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| Entry chargeExit charge |
| This is the maximum that might be taken out of your money [before it is invested] [before the proceeds of your investment are paid out] |
| Charges taken from the fund over a year |
| Ongoing charge |
| Charges taken from the fund under certain specific conditions |
| Performance fee |
Table 2 in anx_II
| — | A percentage amount shall be indicated for each of these charges. |
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Table 3 in anx_II
| — | In the case of a performance fee, the amount charged in the fund’s last financial year shall be included as a percentage figure. |
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Table 1 in anx_III
| 1. | the scale of the Y-axis of the bar chart shall be linear, not logarithmic; |
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Table 2 in anx_III
| 2. | the scale shall be adapted to the span of the bars shown and shall not compress the bars so as to make fluctuations in returns harder to distinguish; |
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Table 3 in anx_III
| 3. | the X-axis shall be set at the level of 0 % performance; |
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Table 4 in anx_III
| 4. | a label shall be added to each bar indicating the return in percentage that was achieved; |
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Table 5 in anx_III
| 5. | past performance figures shall be rounded to one decimal place. |
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