Using The Fund Research Tool
Once you have opened the fund research window, select either a fund manager or sector from the drop-down lists on the left-hand side. Once you have selected this, a new window will open giving you a list of either the fund manager’s funds or funds within the particular sector chosen. To find out information on the fund and to view its past performance, click on the relevant fund.
When you first select a fund you will be presented with a graph of the fund’s performance over a 1-year time period (assuming that it has been running for at least a year).
You can plot the performance of the fund against either the FTSE 100 or the relevant AUTIF sector by using the buttons towards the bottom of the page. For more charting options, such as plotting the fund against other funds or changing the time period, select “Full Charting Options” (bottom right).
By selecting “Fund Fact Sheet”, you can view fund details, such as standard initial and annual management charges, top 10 holdings within the fund and information about the fund manager.
