: explore

Find your way through the world of investments. With : explore you can find and filter your potential investments, helping you make the right decisions to achieve your goals

There are a lot of potential investments out there, and finding the right ones for you can be tricky. Which is why we've developed : explore, our easy to use tool that lets you search, filter and compare from a range of investment options.

Review Fund performance data against another Fund, filter Morningstar ratings for Funds as well as equities and download Analyst Reports, Factsheets and Key Investor Information Documents (KIIDs), where relevant.

Take a look around to see how : explore can give you the facts you need to manage your own financial future.

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Starter portfolios

Choose a portfolio of Funds selected by our Investment Committee to help you get started.

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Multi-Asset Funds

Choose a single Fund from a shortlist chosen by our Investment Committee, managed to a given level of risk by the Fund Manager

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Willis Owen Featured Funds

Featured Funds selected by the Willis Owen Investment Committee and rated by Morningstar for those wanting less help, but still some support in choosing from the available Fund universe.

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A pool of money from many investors with a certain goal in mind. Funds are looked after by a professional Fund management team.

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Units of a company’s value.
A company's own value fluctuates on the relevant stock market, so you can track their performance online.

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Investment Trusts

This is a listed company that invests in a variety of assets. They tend to have competitive fees and can trade at less than net asset value.

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Exchange Traded Funds

ETFs are listed and traded on the stock market; typically they track the performance of an index of stocks, such as the FTSE 100 or FTSE 250.

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Goal Planning Tool

Start thinking about planning for your future, using our simple goal planning tool.

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Take a look through our helpful investment articles to get a head start on your financial journey.

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