Fund Factsheet

Monthly Updated Fund Factsheets

Once you are in your personal secure client login area of our free online tools you can access the latest fund factsheets for the funds that you hold so you can keep up-to-date with the latest developments of your investment fund holdings.

Once you have clicked on the chart icon or on the fund name this will open up a factsheet on the selected fund.  The fund factsheet incorporates all the essential fund information you would expect including launch date, fund size, top 10 holdings, sector alloction and fund performance to name a few.  In addition, if you are interested in how this fund has compared to its peers then all you have to do is click on the sector field - i.e. UK All Companies in the sample shown.

Furthermore, you will be able to access the latest fund factsheets for any UK authorised fund available, which offers you an extremely valuable library of research if you are looking to either invest into new funds or switch your existing funds.