Morningstar user guides

Information for advisers

Our fund centre has recently been enhanced and is now powered by Morningstar.

The enhanced fund centre delivers more comprehensive data, with new functionalities to enable you and your customers to more thoroughly research and analyse the FPI fund options available.

Many of these tools are ready for you to use. Please see the user guides below:

Investment Screener
Investment Report
Advanced Interactive Chart
Investment Compare
Portfolio X-Ray