Top locate a particular fund and to view it's factsheet your can use either the basic or advanced Fund Factsheet Search facility.

 

The basic version keeps choices down to a bare minimum and consists of only two steps:

 

Step 1:

Select to include only those funds within the Barclays Stockbrokers Funds Market or all UK retail Unit Trusts and OEICs.

This choice is made by selecting one of the two radio buttons provided.

 

Step 2:

Narrow search by Fund Manager and / or IMA Sector.

Two drop down lists are provided where you can select a particular manager and / sector. Please note that buy selecting both a manager and a sector, you will probably narrow your results to just a few funds.

 

Once you are happy to commence your search click the green 'search now' button (image below):

 

 

Results:

 

Results are displayed within a table in alphabetical order and consist of the following fields:

 

Fund Name:

Name of the fund - Links to a fund factsheet

 

Price:

Unit / Mid price of fund at last pricing point (normally last business day)

 

Links:

Two graphical links to i) a chart and ii) the fund factsheet

 

1 year:

Performance of the fund over the last 12 months

 

5 years:

Performance of the fund over the last 60 months

 

Rating:

FE Crown Rating - between five and zero crows

 

ISA?:

Fund available as and ISA (Individual Savings Account).

 

Deal:

Deal selected fund online -