Fund Knowledge centre
The world of investment choice and portfolio performance can be confusing, especially for those who are at the beginning of their investment journey.
Understanding jargon, choosing the right funds to invest into, and then reviewing and changing fund choices throughout the life of their investment plan are key for your clients in growing portfolio value and achieving their financial objectives.
Designed primarily to support our regular savings and investment products with a defined fund range, our Fund Knowledge Centre has been created for advisers and plan owners as a hub of information and tools to help you and your clients make better investment decisions. Flick through our library of complex investment terms, keep informed of fund changes that might impact your client’s plans, understand how to use the free fund performance monitoring tools available to you, and more.
For advisers we also feature educational articles, from sector specific pieces to market commentaries, published by leading fund houses.
Keep an eye on the performance of your clients' funds, view fund documents, research and compare funds using our comprehensive, interactive fund centres, powered by Morningstar. For products with a defined fund range.
Read about the latest changes we have made to our defined fund ranges so we can offer you the best selection and choice, adding in new options and removing those that no longer make the grade.
Keep yourself informed about the monthly changes and updates to our defined fund ranges that could affect your client's plans with our fund updates library. Plus, access our archive of educational articles from leading fund managers and investment experts.
The investment industry has its own jargon. Do you know your ETFs from your UCITS? Our plain English definitions will help explain some of the more complex investment concepts.
Find out more about our fully personalised Portfolio X-Ray Scan. It’ll change the way you and your clients view their investment portfolio forever.
View our library of useful resources, such as our Fund Centre User Guide and our range of investment tools, including the effects of inflation and regular savings goal calculators.