Help with our Detailed Performance Browser

Our Detailed Performance Browser is designed to provide you with specific fund information. You can view performance charts, league tables by sector, quartile rankings, fund charges and various other information.

Following the simple steps below will enable you to view the league tables for your chosen sector:

  1. Click on Advanced Search
  2. Click the drop down arrow on the box headed 'Sector' and select the sector you wish to view
  3. Click on Performance
  4. At the top of the table you have an option to view 1 month, 3 months, 6 months, 1 year and so on. If, for example, you wish to view the best performing funds in the last year, click the '1yr' header. This will automatically sort the best performing fund to the worst performing fund in the last year.

It is possible to view useful and important information such as the Annual Management Charge (AMC), Total Expense Ratio (TER), minimum lump Sum investment and various other factors for each fund. In much the same way as arranging the best performing fund to the worse performing fund in a certain sector, it is also possible to arrange this information into ascending or descending order.

  1. Click on Advanced Search
  2. From the relevant drop down boxes, select the Sector, Manager or Asset Class you require
  3. Click on Charges

You can view all this information by following these steps:

  1. Click on Advanced Search
  2. Click the drop down arrow on the box headed 'Sector' and select the sector you wish to view
  3. Under the Info column on the far right of the page, click on the Factsheet icon that corresponds to the fund you wish to view
  4. Click on the Performance & Risk button situated near the top of the page

Company documents can be accessed by following the steps below:

  1. Click on Advanced Search
  2. Click the drop down arrow on the box headed 'Sector' or Manger and select the sector or manager you wish to view
  3. Click on Documents
  4. Click on the relevant icon to view the document for your chosen fund

Our charting tool will enable you to compare multiple fund's cumulative, discrete and calendar performances from a specific time period.

To access and create your charting tool, simply follow these steps:

  1. Click on Advanced Search
  2. Click the drop down arrow on the box headed 'Sector' or Manger and select the sector or manager you wish to view.
  3. Under the Info column on the far right of the page, click on the Charting Tool icon that corresponds to the fund you wish to view.

Once you are in the charting tool you are free to add or delete as many funds and sectors as you wish. Before selecting a fund you must choose either a sector or manager.

  1. Click the drop down arrow on the box headed 'Sector' or 'Manger' and select the sector or manager
  2. Under 'Select Fund', select the fund you wish to add.
  3. Click the button Add to Chart
  4. The fund will be added to the table at the bottom of the page
  5. Repeat this process to add multiple funds or sectors

There are also other useful features available by clicking the buttons Chart Basis, Time Period and Events