What fund reports can I produce?

You can generate suitability reports for fund research in exactly the same way as for product research: you use the Report link on the menu bar of either the filtering screen or the ranking screen.

As ever, it is worth bearing in mind that you can produce a number of other types of documentation in addition to suitability reports:

Factsheets, either for a single fund or for multiple funds.

A PDF version of the filtering grid.

A PDF version of the ranking results.

A graph (covered in the next section).