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Review the performance of over 7,000 unit linked funds and all the major With Profit funds (including closed funds).
Compare Performance
Compare and graph the cumulative performance of funds against their peers and the sector average.
Compare Annual Returns
Compare the Annual Returns achieved to highlight consistent performers.
Client Friendly Reports
Create a portfolio of funds for each client, to allow instant production of client friendly summary reports.
Highlight fund (and investment sector) Volatility as a unique client-friendly graph.
Asset Allocation
Asset allocation data is available for most open and closed funds as client friendly pie charts.
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