Life and Pension Fund Screener

Fund Type Total Results: 0

What is the Fund Type section about?

Select the best funds for your research using this section of the Fund Screener.

Build your top funds list using just life and/or pension funds. Use the ABI sector to select a peer group.

Base currency is helpful for finding funds priced in sterling or the currency of your preference.

Read more in our glossary

Fund Performance & Risk

Morningstar Rating™
Morningstar Analyst Rating™
Morningstar Risk (Rel to Cat)
  • Low
  • - Avg
  • Avg
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  • High
Return %
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What is the Fund Performance and Risk section about?

Star Ratings: The Morningstar Rating is based on a fund’s performance against its ABI Sector, adjusting for risk and charges. The top 10% of each Sector receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% one star.

Analyst Ratings: The Morningstar Analyst Rating applies to the underlying fund and not the insurance product. The Morningstar Analyst Rating is the qualitative expression of our forward-looking analysis of a fund. Learn more about Morningstar Ratings here.

Risk Ratings: Morningstar Risk helps you evaluate variations in a pension fund's monthly returns in comparison to its ABI Sector. The greater the variation, the larger the risk score. You can also use standard deviation to screen by fund volatility. For life funds, Morningstar Risk evaluates the life fund’s monthly returns in comparison to its ABI sector.

Use the return screens to find funds that have outperformed their sector/category average or a specific return threshold.

Underlying Fund Portfolio

Morningstar Style Box™
Equity
SizeStyle
Fixed Income
Credit QualityInterest Rate Sensitivity
Total Net Assets (GBP)
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What is the Fund Portfolio section about?

Use the Equity Style Box to select the average market cap and investing style of funds for your research. Are you interested in large-cap, mid-cap, or small-cap shares? Are you a value, blend, or growth investor? The Fixed Income Style Box combines interest rate sensitivity (short, interm and long) and credit-quality (high, medium and low).

Total net assets is useful in gauging a fund's size, agility, and popularity. Use the sliders on the bar at left to select a range.

Read more in our glossary

Total Results: 0