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Investor Tools

Everything you need to find the right fund, follow your investment performance or get the latest fund prices here.

Valuation Tool

Create a virtual portofilio and calculate its value. Any of our investment universe sub-funds can be added.

Valuation Tool

 

Fund Report Builder

Create custom PDF reports. You can choose from fund statistics, latest commentary, performance data, key sales information and more to tailor the reports to your exact needs.

Fund Report Builder

 

Data Builder Tool

create customised Excel reports containing fund, price, performance, holdings and registration data to meet your exact requirements.

Data Builder Tool