Help

To select a fund:

Click the drop-down menu under ‘1. Select Fund manager/IA Sector’ to choose a manager or sector. Then choose the fund from the selection shown in ‘2. Select Fund’. Click ‘Add’ to populate the chart.

To add another fund:

Choose once again from ‘Select Fund Manager/IA Sector’, then from ‘Select Fund’ and click ‘Add’ to populate the chart.

To automatically plot an index and/or sector:

Once a fund has been selected, the corresponding indices and sectors can be plotted by ticking the appropriate box(es) under ‘3. Auto-plot’.

To remove a fund:

Click the yellow ‘X’ above the chart.

To remove an index and/or sector:

Un-tick the appropriate box under ‘3. Auto-plot’.

To set a timescale:

Use the ‘Set Period’ dropdown to select either a set time period to the current day (e.g. 5 year performance) or to select a ‘Specific Range’.

If you select ‘Specific Range’, enter a ‘from’ and ‘to’ date for your chart from the calendars and then click on the ‘OK’ button.

Printing your chart:

Where there is a ‘Print button, click on this to print the contents of the screen. Please note that your print parameters should be set to 'Landscape' for optimum results.

Browsers:

For optimum results, view the charting tool using Firefox or Internet Explorer.