The  Fund Research tool allows you to research over 50,000 Pension and Investment Funds at any one time.

This essential tool illustrates which available funds meet your individual specified criteria, choosing from:

  • Fund Performance
  • Morningstar and OBSR Analyst Rating
  • Fund Risk Rating
  • Fund Size and Charge
  • Fund Due Diligence
  • Portfolio Management
  • Fund Attributes including:
    • Fund of Funds – Multimanager Funds
    • Ethical Funds
    • Tracker Funds
    • UCITS Enabled – Funds regulated at European level
    • Environmental Focus
    • ESG Focus – Environmental, Social and Corporate Governance
    • Sharia Focus
    • ISA Enabled

All subscribers to  are automatically given full access to all the enhanced Fund Research available, which may be used as a standalone or integrated tool.

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Fund Research

Packages

Classic, Classic+, Premium & Ultimate