Life and Pension Fund Screener

Fund Type Total Results: 0

What is the Fund Type section about?

Select the best funds for your research using this section of the Fund Screener.

Build your top funds list using just life and/or pension funds. Use the ABI sector to select a peer group.

Base currency is helpful for finding funds priced in sterling or the currency of your preference.

Read more in our glossary…

Fund Performance & Risk

Morningstar Rating™
Morningstar OBSR Analyst Rating™
Morningstar Risk (Rel to Cat)
  • Low
  • - Avg
  • Avg
  • + Avg
  • High
3 Yr Standard Deviation
  • Low
  • Moderate
  • High
Return %
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What is the Fund Performance and Risk section about?

The Morningstar Rating™ is based on a fund’s performance against its ABI Sector, adjusting for risk and sales charges. The top 10% of each Sector receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% one star.

Morningstar Risk helps you evaluate variations in a fund's monthly returns in comparison to its ABI Sector, The greater the variation, the larger the risk score. You can also use standard deviation to screen by fund volatility.

Use the return screens to find funds that have outperformed their sector average or a specific return threshold.

Read more in our glossary…

Underlying Fund Portfolio

Morningstar Style Box™
Equity
SizeStyle
Fixed Income
Credit QualityInterest Rate Sensitivity
Total Net Assets (GBP)
  • 0
  • 250 Mil
  • 500
  • 1 Bil
  • 3 Bil
What is the Fund Portfolio section about?

Use the Equity Style Box to select the average market cap and investing style of funds for your research. Are you interested in large-cap, mid-cap, or small-cap shares? Are you a value, blend, or growth investor? The Fixed Income Style Box combines interest rate sensitivity (high, medium, and low) and credit-quality (high, medium, and low).

Total net assets is based on the underlying fund's portfolio it useful in gauging a fund's size, agility, and popularity. Use the sliders on the bar at left to select a range.

Read more in our glossary…

Fund Fees and Purchase Details

Management Fee
  • 0.00
  • 0.50
  • 1.00
  • 1.50
  • 2.00
What is the Fund Fees and Purchase Details section about?

Fund costs can negatively impact the performance of your funds. Fund expenses are reflected in a fund's NAV or bid and offer price.

Read more in our glossary…

Total Results: 0
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