Compare up to three funds side by side before you decide. Fill in what you find from each fund's KID document. The best fund isn't always the cheapest — but you should know exactly what you're choosing and why.
Find each fund's details on the provider's website under "Documents" — search for the fund name followed by "KID" or "factsheet". Use Sheet 04 (How To Read A Fund Factsheet) alongside this if you need guidance on what each field means.
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Fund A
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Fund B
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Fund C
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| Identity | |||
| ISINUnique 12-char code | |||
| Provider | |||
| Index Tracked | |||
| DomicileIreland = good for UK | |||
| Cost | |||
| Ongoing Charge (OCF)Lower is better | |||
| Platform feeWhat your broker charges | |||
| Trading costPer buy/sell transaction | |||
| Structure | |||
| Income TreatmentAcc or Dist? | |||
| Fund TypeETF, OEIC, IT? | |||
| ISA eligible? | |||
| Available on my platform? | |||
| Performance | |||
| Tracking ErrorHow closely it follows its index | |||
| 1-Year ReturnPast performance only | |||
| Notes | |||
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