Tools and calculators
Investment report
tool
Investments for Pre-Retirement submitted post 24th August; Post-Retirement submitted post 19th October; Savings & Investments submitted post 21st December.
Investment suitability tool
Investments for Pre-Retirement submitted post 24th August; Post-Retirement submitted post 19th October; Savings & Investments submitted post 21st December.
Portfolio builder tool
Investments for Pre-Retirement submitted post 24th August; Post-Retirement submitted post 19th October; Savings & Investments submitted post 21st December.
Investment report
tool
Investments for Pre-Retirement submitted post 24th August; Post-Retirement submitted post 19th October; Savings & Investments submitted post 21st December.
Investment suitability tool
Investments for Pre-Retirement submitted post 24th August; Post-Retirement submitted post 19th October; Savings & Investments submitted post 21st December.
Portfolio builder tool
Investments for Pre-Retirement submitted post 24th August; Post-Retirement submitted post 19th October; Savings & Investments submitted post 21st December.
Please note that the funds included on the Investment Suitability Tool, Portfolio Builder, and Investment Report Tool are the funds available on our:
- Pre-Retirement products submitted post 24th August;
- Post-Retirement products submitted post 19th October; and
- Savings & Investments products submitted post 21st December.
Investment Return data is unavailable on these tools.
The factsheets are all gross factsheets and the performance figures that apply are before any product or fund charges.
Investment report
tool
Investments for Pre-Retirement submitted post 24th August; Post-Retirement submitted post 19th October; Savings & Investments submitted post 21st December.
Investment suitability tool
Investments for Pre-Retirement submitted post 24th August; Post-Retirement submitted post 19th October; Savings & Investments submitted post 21st December.
Portfolio builder tool
Investments for Pre-Retirement submitted post 24th August; Post-Retirement submitted post 19th October; Savings & Investments submitted post 21st December.
Please note that the funds included on the Investment Suitability Tool, Portfolio Builder, and Investment Report Tool are the funds available on our:
- Pre-Retirement products submitted post 24th August;
- Post-Retirement products submitted post 19th October; and
- Savings & Investments products submitted post 21st December.
Investment Return data is unavailable on these tools.
The factsheets are all gross factsheets and the performance figures that apply are before any product or fund charges.