The Filters are optional and can be used to further filter down the products returned in the search result; they do not contribute to the ranking of the products shown in the results table, which is calculated based on the Matching Criteria selected.
They can filter out similar products from the search results you do not want to see, i.e. if you only want to review ‘Highly Recommended’ rated products remove Recommended and Investment Grade from the Ratings filters.
Some of these filters are pre-set, as shown in the table below, but can be adjusted by you.
The Filter selection will only appear when at least 1 Matching Criteria has been selected.
|
Filter |
Default setting |
|
Same Sector |
On (set to same sector as Base Product) |
|
Same Sub Sector |
On (set to same Sub Sector as Base Product) |
|
Only Show Headline Funds |
Off (results will include platform funds) |
|
Only Show Open Funds |
On (shows products with status of Open & Closed to new investors) |
|
Product Type |
Same as base product |
|
Rating |
Same rating as base product and higher e.g. Highly Recommended, Recommended & Investment Grade |
|
Portfolio Exclusions |
No auto selection |
|
Platform |
No auto selection |
|
Product Group |
No auto selection |
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