Holdings Comparison Table

You can compare the top ten holdings percentage weightings of funds from your active list from the Factsheet tab.

 

The table can be viewed in HTML or CSV format.

Note: A maximum of five funds from the active list can be viewed as an HTML table so choose CSV if you have more than five funds.

 

A CSV or XLS file of the table can be created from within the page by choosing either option from the Export menu. 

 

All funds within a sector can be compared by selecting the member's option of from the fund sector section of the active list.

Note: UK Unit Trusts & OEICs and Indian Mutual Value Research universes have two additional options to view the holdings as percentage or value and an additional data options function as they have full holdings. This is whether to use the latest available holdings data (this could be Top 10 holdings only due to fund manager embargos) or whether to use the fullest available data, which could be full holdings but slightly older data.