Fund Research Centre
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