Researching Funds

We provide a range of filters and tools for you to narrow the Fund universe to reflect your requirements

Useful tools

Willis Owen provides a number of free, easy to use research tools to help you build your portfolio.

When choosing Funds to invest in, your first step should be : explore. You will have access to hundreds of Funds, but don't let that put you off because you can easily filter them to draw up your shortlist.

Also, you can compare the performance of your selected Funds against their benchmarks and other Funds you may be considering, using our interactive charting tool.

Specific information on each Fund is available including prices, yields, factsheets and reports.

Be better informed

: explore is powered by Morningstar, a leading provider of independent research on Funds and Equities, investment data, and analysis tools for investors worldwide.

Morningstar produces many rating systems, such as the Morningstar Rating and Morning Analyst Rating. These analyses the ratings in a quantitative and qualitative way respectively. The team at Morningstar has a strict process driven method in awarding ratings – where only Funds they have the highest conviction is awarded 5 stars and a Gold rating.

All this information and more is available at your fingertips through : explore, so you really can be better informed as you embark on Fund selection.

: explore

Use our Funds selection tools to narrow down the choices and find those which align with your investment goals and objectives.


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