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Money Purchase

Fund Research

 

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

The new Fund Research tool can be accessed free when used as a standalone tool. This essential tool illustrates which available funds meet your individual specified criteria.

The benefits of the enhanced Fund Research tool come into their own when integrated within Selectapension. As a subscriber to Selectapension, it is possible to create and manage your own portfolios, matching fund choice to product availability across a range of over 50 Providers.

Using the advanced search criteria, you can filter over 50,000 funds using a live fund counter to understand the impact of using each filter. This criteria consists of:

  • 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 Selectapension 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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View Sample Portfolio Xray View Sample Portfolio Xray
View Sample Money Purchase Report View Sample Money Purchase Report
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