Using the new research tool, online visitors to Portfolio Adviser can now access Morningstarâs timely fund data and analyst research on nearly 300 funds that constitute the Last Word Media PA Quality Funds universe â a selection of pre-screened funds most commonly of interest to financial advisers serving clients in the UK.
Through the new online PA Quality Funds research tool, powered by Morningstarâs configurable web tools, readers can access:
â¢ a suite of fund performance metrics including risk-adjusted returns;
â¢ risk/rating and fund portfolio analysis;
â¢ management and investment fee information; and
â¢ detailed four-page fund reports from Morningstarâs fund analysts.
âLast Word Media asked Morningstar to remodel the PA Quality Funds list into an interactive tool for their online readershipâ, said Tony Gillett, director of enterprise solutions. âUsing Morningstarâs recently-developed configurable web tools service, we were able to deploy the online facility in record time. We hope users will enjoy the easy access to fund metrics and analysis for this select group of funds through the new functionality.â
To be eligible for inclusion in the PA Quality Funds list, funds must have a minimum three-year history; hold a four- or five-star Morningstar rating; and have a qualitative rating from either Morningstar or another recognised fund ratings provider.