Charting tool

Start by selecting the fund you would like to look at. In this case, let's choose Legg Mason Clearbridge US Aggressive Growth. If you would like a reminder of how to find the fund simply click here.

Once you have found the fund you are looking for, you should see the following page:

By simply clicking “Chart” to the far right of the fund name, you will be taken through to the charting tool.

There are a number of ways you can use this tool to look at the performance of the fund. It will default to compare against its sector, however you can change this sector, or add a fund, by simply clicking “Add a fund to the chart” or “Add a sector to the chart” at the top of the page and following the details.

By clicking “Scatter Chart” you can view performance versus volatility of the fund.

On the top right of the graph are three sub categories: “Chart basis”, “Time period” and “Events”. These can be used to find more information about the funds.

• Chart basis – gives you a range of options, including whether to include dividends reinvested in the performance of the fund(s).
• Time period – allows you to amend the time frame over which you look at the fund(s).
• Events – allows you to see the ex-dividend dates of the fund(s). Click the tab to show you a drop down, then select “dividends”. It will mark the letter “d” where the ex-dividend date falls.

When looking at a fund's performance you can change the length of time you are looking at, by dragging the red line on the time frame, and you can also print the findings by clicking on “Export to pdf”.

As with the research tool, you can explore how the fund(s) have performed in a cumulative, discrete or calendar period.