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Thursday 21 August 2008

Fund Filter

3441
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Apply different criteria to over 2,400 funds to limit your choice of potential investments to a manageable number (which you can then research further)

Basic settings

Sector
Fund Manager
Income/Accumulation
PEP
ISA
Yield	Min Max

Advanced Settings

Charges & Investment Charges & Investment
Criteria	Preset Values	Min	Max	View in Results
Initial Charge
Annual Charge
Min Single Investment
Min Regular Savings
Fund Size (m)
Percentile Performance Percentile Performance
Criteria	Preset Values	Min	Max	View in Results
Percentile 3 month performance
Percentile 6 month performance
Percentile 1 year performance
Percentile 3 year performance
Percentile 5 year performance
Percentile Year to date performance
Percentile Previous Calendar Year
Percentile 2 yr Previous Calendar Year
Percentile 3 yr Previous Calendar Year
Percentile 4 yr Previous Calendar Year
Absolute Performance Absolute Performance
Criteria	Preset Values	Min	Max	View in Results
3 month performance
6 month performance
1 year performance
3 year performance
5 year performance
Year to date performance
Previous Calendar Year
2 yr Previous Calendar Year
3 yr Previous Calendar Year
4 yr Previous Calendar Year
Ratings Ratings
Criteria	Preset Values	Min	Max	View in Results
Crown Rating
FT Rating RAP
FT Rating Risk
Area Area
Criteria	Preset Values	Min	Max	View in Results
UK
Europe ex UK
Japan
USA
Cash
Sector Sector
Criteria	Preset Values	Min	Max	View in Results
Financial
Resources
Utilities

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