User guides and tools
Be more informed with our user guides and access handy calculators which can help you estimate how much your clients would need to save to reach their investment goals and understand what the impact of inflation can have on their savings.
User guides
Get the most out of our free, interactive fund centres by reading our user guide. Understand how easy it is to monitor performance of the funds your clients already invest in or research new options for them. Discover how to filter and then shortlist fund options based on your criteria, create a fund performance graph, produce a fund performance bulletin and examine fund performance statistics using three different measures.
The fund centres are for our products with a defined fund range.
Calculate how much your clients need to save on a regular basis to reach their savings goal.
Our handy currency converter and exchange rate tool.
See how inflation could affect your clients' savings over time with our inflation calculator.
Find out how much it might cost to fund private schooling/university in the future.
Work out how much money your clients will need to maintain their current lifestyle in retirement.
Calculate how much a lump sum, or a lump sum plus a monthly amount, could increase using an anticipated rate of return.
Supplementary to our Investment Definitions library, our jargon buster is a library of other financial and investment terms, including some of those you will find in our plan literature.