Fund Knowledge centre
The world of investment choice and portfolio performance can be confusing, especially when you are at the beginning of your investment journey.
Understanding the jargon, choosing the right funds to invest into, and then reviewing and changing fund choices throughout the life of your investment plan are key to growing portfolio value and achieving your financial objectives.
Designed primarily to support our regular savings and investment products with a defined fund range, our Fund Knowledge Centre is a hub of information and tools to help you make better investment decisions. Flick through our library of complex investment terms, keep informed of fund changes that might impact your plan, understand how to use the free fund performance monitoring tools available to you, and more.
The Fund Knowledge Centre is for information purposes. If you have any questions about your investments you should speak to your financial adviser.
Keep an eye on the performance of your funds, view fund documents, research and compare funds using our comprehensive, interactive fund centres, powered by Morningstar. For plan owners with a defined fund range product.
Read about the latest changes we have made to our defined fund ranges so we can offer you the best selection and choice, adding in new options and removing those that no longer make the grade.
Keep yourself informed about the monthly changes and updates to the defined fund ranges that could affect your plan with our fund updates library.
The investment industry has its own jargon. Do you know your ETFs from your UCITS? Our plain English definitions will help you understand some of these complex terms so you can have more meaningful conversations with your adviser.
Find out more about our fully personalised Portfolio X-Ray Scan. It’ll change the way you view your investment portfolio forever.
View our library of useful resources, such as our Fund Centre User Guide and our range of investment tools, including the effects of inflation and regular savings goal calculators.