REGENaB Start a project

Work / Concept projects / Ballycrest · Fund Factsheets

Concept project · fictional manager and funds

Ballycrest Asset Management · Fund Factsheets Q3 2026

Four two-page factsheets for an Irish UCITS manager. One template system, one colour per fund, and a data structure that updates every month without redesigning a page.

Cover of the Ballycrest Asset Management · Fund Factsheets Q3 2026 concept document
Format
Factsheet series, A4
Pages
4 × 2
Market
Ireland, UCITS
Accessibility
PDF/UA-1 and WCAG 2.2, no failures

In context

Print and screen, one file

The print edition and the accessible PDF are exported from the same InDesign document.

Three printed Ballycrest factsheets fanned out on linen beside a cup of coffee.
Printed factsheets on a meeting table beside a tablet and a pair of glasses.
A factsheet open on a laptop screen, with the printed copy in front of it.

Concept project. The company, people, figures and identifiers in this document are fictional and were created by REGENaB to show how this format is designed and built. It is not a real factsheet series, a financial promotion or an offer.

The pages

Selected pages

Rendered from the final, accessible PDF. Select a page to open it at full size.

Page 1: Global Equity · page 1. Key facts, objective, five-year growth line and calendar-year returns.
p. 1 · Global Equity · page 1Key facts, objective, five-year growth line and calendar-year returns.
Page 2: Global Equity · page 2. Top ten holdings, sector and region allocation, risk indicator and share classes.
p. 2 · Global Equity · page 2Top ten holdings, sector and region allocation, risk indicator and share classes.
Page 3: Euro Short Duration Bond. The same system in blue, with credit-quality and duration data.
p. 3 · Euro Short Duration BondThe same system in blue, with credit-quality and duration data.
Page 4: Bond · page 2. Country allocation and portfolio characteristics for a bond fund.
p. 4 · Bond · page 2Country allocation and portfolio characteristics for a bond fund.
Page 5: Multi-Asset Balanced. Asset allocation replaces sectors; the layout does not change.
p. 5 · Multi-Asset BalancedAsset allocation replaces sectors; the layout does not change.
Page 7: Climate Transition Equity. Gold band with dark text, chosen for contrast, not just colour.
p. 7 · Climate Transition EquityGold band with dark text, chosen for contrast, not just colour.

The system

What was built

The structure is the work an agency hands over: styles, grids, tables and charts that survive the next round of client changes.

One system, four funds
A single master and set of styles. Each fund changes only its band colour and bar object style, which is how a manager's monthly factsheet run stays fast.
Performance that adds up
Every figure comes from one monthly series per fund: calendar years, 1 month to 5 years, volatility and maximum drawdown all agree with the line chart.
Native charts
The growth-of-100 line chart is an InDesign path; calendar-year bars draw negative years below the zero line.
Regulatory blocks
Summary risk indicator from 1 to 7, share-class table with ISIN and ongoing charges, and the disclaimer on the master.
Specimen identifiers
ISINs such as IE00SPEC0101 are deliberately fake, so no one mistakes the concept for a real fund.
Accessibility built in
Export tags mapped from paragraph styles, alt text on every photo and chart, reading order from an article, bookmarks, document title and language, decorative elements marked as artifacts. A post-export pass adds what InDesign cannot write: table header scope, heading order and the PDF/UA identifier.

Accessibility, verified

Checked in PAC, not just exported as tagged

The PDF was tested with PAC 2026, the free checker by axes4 that applies the Matterhorn Protocol for PDF/UA and the WCAG machine checks.

PAC 2026 results
StandardFailuresResult
PDF/UA-1 (ISO 14289-1)0Passed machine checks
WCAG 2.2 AA0Passed machine checks

PAC checks what a machine can check. Alternative text quality and reading order were reviewed by hand. Both reports show zero warnings.

Accessible PDFPDF · 0.2 MBThe complete concept document, tagged and validated. PAC report, PDF/UA-1PDFSummary report exported from PAC 2026. PAC report, WCAG 2.2PDFSummary report exported from PAC 2026.

For agencies

Need this format for a client?

White-label InDesign production under your agency's name, with the accessible PDF included when the brief needs it.

Agency terms Send a brief