Fund filter

Use our fund filter to search for specific funds and to get key information such as daily prices, fund factsheets and fund performance.

  • Portfolio Analyser

    Portfolio Analyser is provided by FE fundinfo (UK) Limited. It provides detailed analysis and reporting of your client's holdings or proposed investments. This includes performance analysis, fund and statistical information.

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  • Charting Tool

    Charting tool, provided by FE fundinfo (UK) Limited, compares the performance of funds, sectors and indices over a range of time periods and can generate reports which you can print or save in PDF format.

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  • Risk Profiler

    Check how much risk your clients might be comfortable taking with their investments with our Risk Profiler

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  • International Bond Segments and Withdrawals Calculator

    This Excel based calculator helps you select possible segment numbers and withdrawal amounts for International Bond where a regular withdrawal is required.

    Launch International Bond Segments and Withdrawals Calculator

Money invested is at risk. Tax may change in the future.

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