The Fund Dashboard provides an interactive interface offering a snapshot of five key fund elements that are considered when selecting investments. Behind each of the five elements is a deeper analysis and insight that can support informed decisions.

Opinion
A combination of qualitative and quantitative assessment of a fund's ability to meet its objectives through Square Mile's ratings and FE fundinfo's Crown Fund ratings respectively.

Performance
A representation of a fund's absolute annualised return over 3 years, or since inception if the fund's history is shorter. If the primary output is income, the current yield is shown instead. In addition, the fund's success is shown as a percentage of time ithas achieved its investment objective or Square Mile's expected outcome over the stipulated time frame.

Risks
An assessment of the risk of the fund and the asset class in which it invests as well its Synthetic Risk and Reward Indicator (SRRI) profile. The fund's maximum drawdown during the last 3 years or 1 year if the fund has a shorter history.

Costs
An overview of the fund's ongoing charges, its ex-ante transaction costs and the total cost of ownership. The ongoing charge and transaction costs are sourced from the European MiFID Template (EMT), provided by fund managers' data teams to FE fundinfo. The comparison,as illustrated by the value-o-meter,shows funds in the same peer group on a like-for-like basis i.e. active vs. active and passive vs. passive.

ESG Credentials
An assessment of ESG credentials at a company and fund level based on Square Mile's ESG Integration assessments. These are expressed by one of seven grades to reflect this level of ESG Integration.