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Tools & Information

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  • Goal trackers
  • Multi-function portfolio
  • Great data and analysis

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  • Capped at just £200 pa

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Fund Health Check

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The fund will be analysed using four ratings and scored between 'A' and 'E'

We will only show alternatives for
funds scoring 'C', 'D', or 'E'

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Alternative funds to consider:

We will only show alternatives for
funds scoring 'C', 'D', or 'E'



This fund scores well, so no alternatives are presented.



Money market sector funds, physical property funds and passive funds are not scored.

Alternative funds to consider:




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