Morningstar
We can now offer you new investment planning tools from Morningstar, a leading provider of independent investment research. They'll save you time and make your life easier. And what's more, they're free.
By using these tools, you can:
- show your expertise and add value to your clients’ investments
- automate your research of over 11,000 funds - both UK onshore open-ended investment company (OEIC) and unit trust funds and offshore OEIC funds domiciled in Dublin, Luxembourg and the Channel Islands
More about the tools
Fund Selector
- Gives you a detailed set of search criteria, narrowing down your initial results list.
- You can explore funds by overview, returns, rating and risk, and portfolio.
- Visit the Fund Selector tool now.
Quickrank
- Gives you an alphabetical list of all UK onshore OEIC and unit trust funds, as well as offshore OEIC funds domiciled in Dublin, Luxembourg and the Channels Islands - over 11,000 funds in total.
- You can search by fund company, Morningstar category or keyword.
- Visit the Quickrank tool now.
Quicktake
- Lets you do an in-depth analysis of selected funds, with all the key statistics you’ll need on one screen. You can analyse by returns, risk and rating, style box, asset allocation and fund manager information (for example fees).
- The ‘portfolio’ tab gives you a summary and factsheet-style report about each fund, saving you time, effort and individual research.
Instant X-Ray
- Helps you understand your portfolio's basic characteristics at a glance, including its asset allocation and exposure to different investment styles.
- Perform post-sale analysis of your clients portfolios
- Visit the Instant X-Ray tool via our Online Services
