Fund Tools Gallery

This interactive widget displays fund performance over multiple timeframes in both tabular and chart form:

• Displays Since Launch, 1, 3, 5 and 10 year cumulative performance
• Defaults the assigned benchmark and sector (optional)
• Allows the user to add further sectors and benchmarks from global list
• Contains tabular data for Discrete and Calendar Year performance
• Provides Risk Measures

This interactive widget displays fund performance over multiple timeframes in both tabular and chart form:

• Displays Since Launch, 1, 3, 5 and 10 year cumulative performance
• Defaults the assigned benchmark and sector (optional)
• Allows the user to add further sectors and benchmarks from global list
• Contains tabular data for Discrete and Calendar Year performance
• Provides Risk Measures

A "snapshot" style widget in the form of a scrolling card. Shows fund performance against benchmark in a thumbnail size chart together with basic fund static data.

An interactive doughnut chart with tabular data alongside. The doughnuts segments are highlighted on selection.

A tabular and chart representation of Top 10 Sector Allocation.

Horizontal bar representation of any type of sector allocation with interactive bars showing values on mouse over.

A searchable Fund Explorer that renders interactive fund data for search results:

• Ability to sort
• Grouped by share class
• Integrated Watchlist functionality
• Links to interactive factsheet
• Links to relevant documents for each fund
• Ability to turn on and off time series data

A tabulated widget containing:

• Snapshot of fund facts
• Fund performance with interactive points showing dividend payments
• Multiple allocation charts with interactive segments and tabular presentation below each chart

A list based widget with typeahead Search for discovering funds:

• Grouped by share class
• Advanced Search feature allowing sophisticated combinations of search parameters
• Allows download to Excel of price information
• Expandable/collapsable display
• Fund performance "toggle"

A Multi-tab widget that provide a daily interactive fund factsheet:

• Integrates video and documents
• Full price and performance history
• Risk and statistics information
• Contact Us actions

Start a user journey by capturing high level data with the simple retirement calculator, gathering their age, salary and target retirement age.

• Embeddable into any website
• Mobile & tablet friendly, responsive design available
• Push valuable data into your CRM or Marketing Automation platform
• Configurable to any currency

View how an investment would have behaved on a historical basis. Compare performances to help investors understand how past market cycles may have affected their returns and yield.

• Configurable to your funds, currencies and data set
• Styled to fit your brand, colors and fonts
• Uses high speed APIs to work on the client-side

Let your investors set their current savings and show them the value against a projected retirement date, adjusted to inflation and interest rates.

• Embeddable into any website
• Mobile & tablet friendly, responsive design available
• Push valuable data into your CRM or Marketing Automation platform
• Configurable to any currency

Calculate the impact of dividend reinvestment via a start date and amount, then view total and price return across different countries or regions (configurable).

• Configurable to your funds, currencies, regions and data set
• Styled to fit your brand, colors and fonts
• Uses high speed APIs to work on the client-side