Funds analysis & factsheets

Information for advisers

Our Funds analysis tool has been updated!

We have updated the factsheets and tools you use for analysing and comparing the funds you recommend to your clients. Please bear with us while we bring the new site fully up to speed. Click here for Funds Analysis and Factsheets

Over the next few weeks our new Fund Centre, powered by Morningstar, will introduce more elements of a comprehensive toolkit with better search functions and more functionality, including Morningstar’s own X-Ray portfolio tool.

Many of these tools are ready for you to use. If you need some guidance on how to make the most of it, download the Guides below.

Investment Screener
Investment Report
Advanced Interactive Chart
Investment Compare
Portfolio X-Ray