PRIIP KID calculations for Category II products Methodology

The PRIIP KID is a pre-sale document for European packaged retail investment products. The document contains information on costs and performance scenarios that need to be calculated for the product in question. The calculation methodologies are governed by the PRIIPs regulations and technical standards. This paper explains how the calculations are performed by Morningstar.

In this report, you will learn:
  • How Morningstar calculates information for Category II products
  • The calculation of the performance scenarios
  • What data clients will provide for the calculation engine
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