Tools

In this section you’ll find a range of tools designed to make it easy for you to compare and analyse our funds.

Portfolio tools 

Build, track and chart your investments with our portfolio tools facility.

Historic price lookup 

View historical data on your investments. Alternatively, access the most up-to-date price information on your fund.

Fund selection tool 

Hassle-free, easy access to all the fund details you need.

MyFolio Lookthrough Tool 

You can use the MyFolio Lookthrough Tool to create personalised reports for clients invested in the MyFolio funds. The report gives a full breakdown of your client’s portfolio including the percentage and value invested in each underlying fund. Click here.