Fund Manager

As part of Synaptic's mission to equip you with the best possible research tools, Fund Manager has been developed to help identify the most suitable funds for your clients.

Using detailed data and graphing of over 28,000 funds, Fund Manager provides combined speed and accuracy.

• Up to 20 years of past performance

  Instantly access past performance on either Annual Compound Return, Cumulative or Discrete Performance.

• All modules included

  The five key fund groups; Life, Pensions, Investment Trusts, Unit Trusts / OEICs and Offshore Funds.

• Comparative graphing options

  Compare the performance of up to 10 funds over a 20 year period against a range of industry recognised indices.

• Best fund selector

  Find the most appropriate funds for your clients by ranking on the following criteria: Lipper Leaders (where appropriate); Volatility; Fund Size; Past Performance; Average Quartile Position.

• Asset allocation data

  An in-depth view of funds, including Geographical and Sector Analysis, Top Ten Holdings, Total Number of Holdings and Aim of the Fund.

• Analytical

  Compare quartile positionings and discrete performance, identifying best returns.

• User friendly

  Produce accurate graphs and reports for your clients in seconds.

• Ethical

  Ethical information—highlight only those funds satisfying your client's ethical views. Includes screening methods, research methodology, investment monitoring and shareholder advocacy & engagement information.

What the industry is saying...

"I am very pleased that a market leader such as Synaptic Systems is using Lipper information to bring greater clarity to the investment process via the IFA community. Lipper is committed to bringing a better understanding of funds and their value to investors through initiatives such as Lipper Leaders and the Lipper Global Classification scheme."
Brian Harvey
Head of Research, Lipper