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Fidelity launches comparison tool

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By Reporter
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1 minute read

Fidelity International has developed three online applications for financial advisers in Australia that help compare funds and show clients the effect of portfolio construction on their investments.

"Our Australian and Global Equities Blending Tools are a quick and efficient way to blend a range of equities funds to create and test various portfolio outcomes," Fidelity International managing director for Australia Gerard Doherty said.

The company said comparisons could be made between funds' monthly excess return data, risk/return graphs and rolling three-year performance relative to the index.

The new blending tools also make it possible to compare funds in Asia.