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Fund Management Tools

Linked to the Shortlist

  • Multi-plot Charting

    Chart multiple funds, sector and indices on the same chart!

  • Fund Comparison

    Rank funds to suit your client`s risk profiles, quickly and easily.

  • Portfolio

    Portfolio allows you to create and monitor a portfolio of funds, mixing asset classes, domiciles, currencies and investment strategies.

    Move funds to your portfolio from the shortlist.

Freestanding Tools

Your shortlist

There are no funds in the Shortlist. To add funds to your Shortlist use the 'Green Plus Icons' wherever you see next to a fund.

Start adding funds:

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