Help

Fund Central

Find suitable funds by choosing one or more filters. These can be amended as you go along enabling a quick yet specific fund search. SEDOL/ISIN: Find specific funds by entering one or more ISIN or SEDOL into the search box.

Fund Comparison

Compare up to 6 funds side by side to get a clear picture. You can easily demonstrate your choice to your clients using the printable pdf.

The ‘Section Picker’ allows you to select additional categories for comparison enabling you to get the picture you want.

Panel Manager

Create as many sub-categories as you wish within your panel to enable you to group and order the funds as you wish.

You can simply drag and drop funds from one category to another

The bracketed number following the fund name, details how many portfolios contain a particular fund