Profile's FundsData Online

Basic Navigation	Help

Basic Navigation These help pages are designed to assist with questions of navigation and functionality. For information about industry terms and data content, please consult the Fundpaedia. Like most browser-based information sites, FundsData Online uses top and side menus for navigation. Top Menu The main work areas of the site are accessed via the top menu: Home Return to starting page. Also contains links to daily prices (newspaper style). Lists Standard catalogues of management companies, sectors and funds – the traditional way of locating fact sheets. Watch Lists Set up your own lists of funds to keep track and compare. User Portfolios Record funds held by yourself or clients and analyse holdings and performance. Toolbox A range of functions to assist with analysing funds, finding investments and keeping track. Admin Subscription option, password management and the like. Side Menus The menu options on the left side of the work space change depending on the area of the site you are accessing. Fund Information If you have selected a fund, the side menu provides access to a range of pages containing information about the selected fund. Most of these pages are self-explanatory. If you find terms on these pages which you are not familiar with (such as TER, NAV or A Class) you will find explanations in the Fundpaedia. See the separate help pages for instructions on how to use the single fund Perf Calculator, the Risk Stats tool and the Chart Tool. Management Company Information If you have selected a management company, the side menu provides access to pages containing information about the suite of funds available, contact details, statutory information, and a performance overview of the company's products. Watch Lists and Portfolios For watch lists and portfolios, the side menu changes to provide quick access to the menu functions. The watch lists and portfolios that you have created appear below the list of available functions.


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