Fund Filter

Answer the 5 questions below to create a list of funds based on your investment priorities.
You can then shortlist suitable funds to research further before buying.

1. Capital growth or income

Do you want funds focusing on capital growth or regular income / dividends?

Both

Income

Capital growth

2. Investment type

Which investment types are you interested in? Select one or more

Bonds

Managed

Cash

Property

3. Level of risk

Which levels of risk are you comfortable with? Select one or more

Very low Gilts & money markets	Low Bonds & shares	Medium Shares & overseas bonds	High Overseas markets & shares	Very high Specialist funds & high risk shares

4. Investment region

Which investment areas are you interested in? Select one or more

UK	Europe	USA
Japan	Asia Pacific	Any investment area

5. Past performance

How important is the fund's past performance to you? (over 3 years). Select one or more

Very important Select only the top 25% of funds in their sector	Important Select only the top 50% of funds in their sector	Low Select only the top 75% of funds in their sector	Not Important Select from all funds

A fund's past performance is no indication to its future performance.

Saturday 4 February 2012

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