Product Search brings the product search together in one central location, allowing you to easily switch between investment product types or use the All Products tab to search across multiple investment vehicles in one search.
The functionality and tools are the same across all tabs - you will see different filter options and data information tabs in your Shortlisted Products area dependent on the investment product type tab you are on.
1. SEARCHING FOR PRODUCTS
You can search by
- Product or manager name or APIR/ASX code using the search box; or
- Use the filters – simply click on the View Filters icon to view.
Multiple filters can be used together and in combination with the search box above.
The are additional filters available in each investment product tab, relevant to that product alongside the ones shown here on the All Products tab
2. SEARCH RESULTS
Your search results are displayed underneath the search criteria area.
Click on 'Hide Filters' to get a better view
The default view for your results is to show 25 on the screen:
- use the page icons to move across the pages; and/or
- increase the number to view on the screen via the drop-down menu
3. SHORTLISTED PRODUCTS
The Shortlisted Products area allows you to access more information and data for the products you select from the search results.
To add products to your Shortlisted Products:
- click on the tick box to the left of the product name; or
- to select all click on the tick box in the top left hand corner of the table
Note: you can select a maximum of 2,000 products to view in this area
4. VIEWING THE DATA & INFORMATION FOR YOUR SHORTLIST
Update the order which your products are shown
Change the sort order of your results by:
- clicking on a column header to change the sort order; or
- using Multi-Column Sort to add multiple layers to the order your results are shown, for example sort by sector, rating, and then by product in alphabetical order
With both options results can be displayed in ascending or descending order
This sort order functionality applies to the Shortlisted Products and Search Results tabs
View more data attributes for your products
Click on Custom Data Points to select data attributes for all investment product types and build a complete view on your products all together
As more data points are added, you can scroll across the page to view them. This is also fully exportable into Excel and Word
Additional information tabs on each investment product tab
When viewing your Shortlist in the All Products tab you only see the Summary tab, when looking at a specific investment type, for example Managed Funds you will have more data tabs available such as Performance & Prices, Fees, Asset Allocation
Download Reports
The Download Report functionality allows you to quickly download the research reports, product profiles and TMDs for your Shortlisted products from this one central location
Select to download these as individual reports in one zip file or as one combined pdf file
Product Groups
Create a Product Group for your Shortlisted products, your APL or Watchlist to be alerted to a rating change for a product saved within it.
A Product Groups also allows you to quickly search for your core products using the filter called Product Group. Learn more about Product Groups
Send to...
Send your products to Quantitative Analysis to dive deeper into the performance and risk attributes, or send them to Portfolio Construction to model and compare your portfolio recommendations
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