Welcome to the Fund Research Centre

    The Fund Research Centre offers some great tools and functionality:

    • Fund Central: Search engine and filter tool to review fund and ETF documents, performance and research
    • Fund Comparison: Compare up to six funds, analysing not only performance, but asset allocation, geographies, sectors, etc
    • Wrap Charges Calculator: Create new Charges Summary Documents (CSDs), save complete or incomplete CSDs, and use your company's model portfolios
    • Panel Manager: Review your company's panel and quickly access up-to date documents and performance
    • Portfolio Builder: Create new portfolios, or review and x-ray existing client portfolios / company model portfolios

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    Source of performance data: FE
    Performance figures show total return with no initial charge and net income reinvested, except for Offshore funds which show gross income reinvested. Cumulative performance figures are calculated from the previous working day.