Fund Filter
Search for funds by Fund name or fund code and view the fund price, performance, rating and charges and links to full fund information, including Fund Fact Sheets
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Launch Portfolio Analyser
Portfolio Analyser
Portfolio Analyser is provided by FE fundinfo (UK) Limited. It provides detailed analysis and reporting of your client's holdings or proposed investments. This includes performance analysis, fund and statistical information.
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Launch Charting Tool
Charting Tool
Charting tool, provided by FE fundinfo (UK) Limited, compares the performance of funds, sectors and indices over a range of time periods and can generate reports which you can print or save in PDF format.
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Launch Risk Profiler
Risk Profiler
Check how much risk your clients might be comfortable taking with their investments with our Risk Profiler
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Launch Calculator
Salary Exchange Calculator
Use this calculator to show a client how salary exchange could increase the amount paid into their pension plan and the impact it would have on their net disposable income.
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Launch International Bond Segments and Withdrawals Calculator
International Bond Segments and Withdrawals Calculator
This Excel based calculator helps you select possible segment numbers and withdrawal amounts for International Bond where a regular withdrawal is required.
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Launch Calculator
Capped Drawdown Calculator
This Excel based calculator helps you work out the maximum income your client could take from their pension pot if they started capped drawdown or triggered a capped drawdown income review.
Money invested is at risk. Tax may change in the future.
This website is for financial advisers only and must not be relied on by anyone else. If you're not an adviser, please go to our customer website for more information about our products and services.