You can’t put a price on good advice. That’s why we’re giving you Morningstar tools for free.

We offer a wide range of investment options through our Fund Supermarket. Your expertise in guiding your clients through this maze of investment choice to a fund that meets their goals is vital. Morningstar tools give you the method to support that advice.

Not only do these tools make your life easier by saving time and money, they keep your compliance manager happy at the same time. It can often be pretty time-consuming to research and document the reasons why you’ve recommended investment funds to clients. Morningstar helps you show the methodology and decision-making process you’ve used in choosing from over 1,000 different investment options.

Most important of all, it also lets you show clients exactly how you’ve made the well-informed decisions behind your recommendations. And with your advice and research documented, conducting regular investment reviews is easy.

Take a look at our demo to see how the tools can help you.

More about the tools

Fund Selector
•   Gives you a detailed set of search criteria, narrowing down your initial results list.
•   You can explore funds by overview, returns, rating and risk, and portfolio.

Visit the Fund Selector tool now.

Quickrank
•   Gives you an alphabetical list of AEGON Scottish Equitable self-invested personal pension (SIPP) Fund Supermarket funds — over 1,000 funds in total.
•   You can search by fund company, Morningstar category or keyword.
Visit the Quickrank tool now.

Quicktake
•   Lets you make in-depth analyses of funds, by returns, risk and rating, style box, asset allocation and fund manager information (for example fees).
•   The ‘Portfolio’ tab gives you a summary and factsheet-style report about each fund, saving you time and effort on doing your own research.   

The fees section detailed on the tools relate to the fees charged by the individual fund managers and do not account for any preferential terms agreed between AEGON Scottish Equitable and the individual fund managers. Details of the terms available through the AEGON Scottish Equitable SIPP Fund Supermarket can be obtained from your local AEGON Scottish Equitable consultant.