How to research funds

The tools within our Research Centre enable you to do your own in-depth research into individual funds and portfolios. You can choose to look at our model portfolios, the Chelsea EasyISAs, or build your own model portfolio. Once you have chosen your fund or portfolio, you can purchase. Here's our guide to using these tools.

On our Research funds page, you will see four options: Select a fund; My Portfolio; Chelsea EasyISAs and Selected Funds.

1. Select a fund

  • You can search for funds using the Search for a fund facility. Alternatively, you can filter via: Chelsea's research tables if you click on Product Range; Chelsea View – Buy/Hold/Switch; Sector  (both IMA and offshore), Fund Provider and Yield (move the slider along to choose the level of yield you require). You can also combine them, for instance to search for all Chelsea's Buy rated funds in Europe.
  • Once you have found your fund, click on the Price, Fund Info, Performance etc tabs to build up a picture of your fund.
  • Any terms you can't understand can be found in our Glossary.
  • Don't forget to use our charting tool, which can be found by clicking on chart. This allows you to see a performance graph of your fund. You can move the red sliders to identify specific time periods. You can even see how it compares with other funds, by selecting them at the top of the page within the Add a fund tab and then clicking Add to Chart. Alternatively, to compare your funds with a sector, click on Add a sector to the chart, at the top of the page, choose your sector and click Add to chart.


Purchase a fund

  • Once you have fully researched your fund, if you wish to make a purchase, click ADD + (next to your fund name) and then pull down the orange Selected Funds option (top right). Your fund(s) should show in the box and if you click on ADD TO MY BASKET you will be taken to another page. Click here to view your updated basket will take you to your fund basket where you can add in amounts and pay for your fund(s).


2. My Portfolio
To build your model portfolio:

1. Select a fund and click on ADD + next to the fund name.
2. Once you have chosen all the funds for your model portfolio, go to the orange Selected Funds option (top right) and click on ADD TO MY PORTFOLIO.
3. Choose the weighting for each fund.
4. Click on Portfolio Scan.
5. Choose your benchmark.

Now you have a model portfolio, which you can examine in detail using all the different tabs at the top of the page. For instance, if you want to know how your portfolio looks geographically, just click Region Split.

Comparing funds
Just follow steps 1-3 above, to build a model portfolio and then click Comparison Report to compare between two to four funds.

Charting your portfolio
Once your are in My Portfolio, simply tick the boxes of the funds you wish to chart and click on Chart All.

To purchase your model portfolio
Once you have built your portfolio, simply click on Export Portfolio and follow the online instructions.

3. Chelsea EasyISAs
By clicking on 3.Chelsea EasyISAs you can view our five model portfolios and examine their Performance and Risk etc

How to purchase an EasyISA

  • Click on the third option along the top of the page - 3.Chelsea EasyISAs. Once you have selected your EasyISA, click on the ADD + button (to the left of your EasyISA name).
  • Your Easy ISA will now be in your My Portfolio area.
  • Either click Equally Weight, or choose your own weighting.
  • Finally, click Export Portfolio and follow the online instructions.


Selected Funds
Here you can either add funds to your basket or to your portfolio. To do so, simply click on the down arrow and choose either option, but don't forget to click the up arrow to hide the drop-down box.