Individual product fund centres launched

Introducing our new product specific fund centres

In addition to the Fund Centre which is accessed via our password protected online service, we now have a range of 'cut down' fund centres built directly into our product pages on this site - links opposite. Once again we've teamed up with FE (previously Financial Express), who also run the fund research website Trustnet, to bring you these.

These fund centres are designed to give you fast, straightforward access to all the basic fund details you need whilst on the move. You'll be able to filter by ISIN, Citicode, or simply by fund name. You can also filter by FE sector. There are a range of downloadable documents available for each fund including a RL360 branded factsheet, manager factsheet, prospectus and KIID where applicable.

There is also a charting tool available which you can use to plot fund performance versus a sector, as well as all the usual pricing and performance (cumulative, annualised and discrete) data you need. This also means you don't have to wait for a performance bulletin to be produced at the end of the month.

New look fund factsheets

To support the launch of the product fund centres, we have revamped our factsheets. This, for the most part, is a cosmetic update but the improved layout should result in it being easier to find the information you want. Please click below to see an example.

Example fund factsheet

You can click here or on the images below to open a sample PDF in a new window.

Don't forget you still need to log-in for

Open architecture fund research

The 'cut down' fund centres are specifically for the guided-architecture ranges. Given the number of funds available to PIMS Focused and Flexible you still need to log in for these. The password protected Fund Centre is also a great place to do general research, with more than 75,000 funds available.

Fund shortlisting

Allows you to create your own fund lists and save them, ready to use the next time you log in.

Multiple factsheet downloads

Allows you to download more than one PDF factsheet in one go.

Portfolio Scan

Creates a professional, client facing, report which details how a portfolio of funds has performed. It provides an ‘x-ray’ of all funds selected for the report, summarising the top 10 holdings, and any crossover in those holdings within the portfolio. It also provides a breakdown showing the portfolio’s exposure by asset, sector and region and various performance returns – cumulative, annualised and discrete.

Export data to CSV

Allows you to export a selection of data into a CSV file which can then be saved into Excel format.