How to use Fidelity’s Investment Finder

If you already know what you are looking for, you can use the search bar. You can search for each investment type specifically if you already know the name of it. And for a fund, for example, you can also search using the provider, SEDOL or ISIN number as well.

If you are still exploring, start with broader filters first.

When you select a different investment type, a different set of filters will display (in relation to each investment type). For funds specifically, this might include fund provider, management style or geographical region. You can then add more detailed filters, such as risk level, charges, or sustainability, once you have a clearer idea of what you want to compare.

You don’t need to use every filter. Using too many at once can make the results too narrow, so it can help to start with two or three, review the results, then adjust from there.

The most useful filters are the ones that relate to your goal. For example, again when looking at a fund, yield and distribution type may be useful if you are looking for income. Ongoing charge may be helpful if you want to compare costs. Risk level may be beneficial to choose if you want to understand how much the value of an investment could move up or down.

A useful filter to use - when looking for a fund - if you don’t know where to start is the Select 50 funds. This filter displays a pre-filtered list of selected funds available through Fidelity on our Select 50 list. This can help narrow the research process, but it should not be treated as a personal recommendation.

If you come across any terms that appear unfamiliar, you can refer to our jargon buster below.

You can click on an individual investment to see more information. For funds, this may include what the fund invests in, its objective, risk level, charges, past performance and relevant documents such as factsheets, key investor information or a product summary.

You can also compare investments side by side by looking at the different headings above the table such as:

• Overview
• Performance
• Charges
• Annualised performance

Each heading covers a variety of filters (shown in columns) and changes the information shown in the results table. For example, if you’re looking at funds, the 'Overview' tab gives you a quick snapshot of each investment, including the name, yield, ongoing charge, asset class, sustainability labels and Morningstar rating. This can help you scan the list and spot investments you may want to look at more closely.

Some filters also have a small arrow that lets you sort the results in ascending or descending order. For example, when looking at ongoing charge, you can see this from lowest to highest, or highest to lowest.

If you want to compare a few investments more closely, you can use the checkboxes to add them to your shortlist. This makes it easier to review a smaller group of options instead of switching between lots of separate investment pages.

Another way to compare your options is through the Chart and compare tool, which is the chart icon next to the orange ‘Invest’ button. This tool helps you visually compare up to 15 investments to see how each investment has performed over time.

Investment Finder allows you to create a shortlist of funds to compare all at once. All you need to do is click on the tick box on the left of each investment displayed. This adds up to 7 items into a comparative space and chart at the top of the results.

If you’re not ready to make a decision, you can add investments to your Watch List so you can return to them later. This can help you build a shortlist as you continue your research. Watch List is only available to existing customers, and in order to use this, you need to be logged in to your online account.

This helps you narrow the asset by the broad area they invest in. On Investment Finder, the options include Alternative and Other, Asia and Emerging Markets, Bonds, Europe, Global, Japan, North America and UK.

This shows whether a fund pays out income or reinvests it. Income units may pay income to investors, while accumulation units usually reinvest income back into the fund.

The dividend income a share pays, shown as a percentage of its share price. This is similar to yield, but specific to shares. A higher dividend yield may mean more income, but it should not be considered on its own, as dividends are not guaranteed.

The company that manages or offers the ETF. This helps you filter by firms you recognise, trust or want to research further.

This shows how an ETF tries to track an index. A physical full ETF usually buys all, or nearly all, of the investments in the index. A physical sample ETF buys a smaller selection that aims to represent the index. A synthetic replication ETF uses financial contracts, such as swaps, to copy the index’s performance.

The company that manages or offers the fund. This helps you filter by firms you recognise, trust or want to research further.

The total value of money invested in the fund. Larger funds are often seen as more established, while smaller funds may be more flexible. But fund size should not be used on its own to judge whether a fund is suitable.

Shows where the fund invests, such as the UK, US, or globally. This helps you control your exposure to different markets around the world.

A more specific business category within a sector. For example, within healthcare, industries might include pharmaceuticals or medical equipment.

A grouping that puts similar funds together so they can be compared easily. For example, funds investing mainly in UK shares may sit in the same sector.

The company that manages or offers the investment trust. This helps you filter by firms you recognise, trust or want to research further.

A third-party star rating that compares funds with similar funds. Ratings range from 1 to 5 stars and are based on past performance after adjusting for risk and costs. Higher ratings indicate stronger past performance relative to peers, so can be a useful starting point, but it is based on past data and does not guarantee future performance.

This tells you whether a fund is actively or passively managed. An active fund is managed by a fund manager who chooses investments with the aim of outperforming a market or benchmark. A passive fund usually aims to track an index, so its performance moves broadly in line with that index.

The total market value of a company’s shares. It’s often used to group companies by size, from smaller companies to larger companies. On Investment Finder, the options include less than £150m, £150m-£500m, £500m-£1bn, £1bn-£10bn and more than £10bn.

A smaller market cap may suggest a company has more room to grow, but it can also be higher risk. A larger market cap may suggest a more established company, but this does not mean it is risk-free or always a better investment.

The annual cost of running the fund, shown as a percentage. This is usually built into the fund’s performance rather than charged as a separate bill. Lower charges reduce the impact of costs on long-term returns.

Often called the PEG ratio, this compares a company’s price/earnings ratio with its expected earnings growth. It can help investors consider valuation alongside growth expectations.

A valuation measure comparing a company’s share price with its earnings, usually averaged or assessed over five years. It can help investors understand how highly a company is valued compared with its profits. A lower figure may suggest a company is cheaper compared with its earnings, while a higher figure may suggest investors expect stronger growth. However, it should not be used on its own, as a lower figure is not always better.

This tells you whether an investment can be held in certain account types, such as a Stocks and Shares ISA or Self-Invested Personal Pension (SIPP).

This shows where a company is listed, such as the UK, Europe excluding the UK, or the US.

A shortlist of selected investments available through Fidelity on our Select 50 list. This can help narrow the research process, but it should not be treated as a personal recommendation.

This filter shows funds that charge an additional fee if performance exceeds a certain level. This fee is separate from the standard ongoing charge, so it is worth checking the fund details carefully.

You can search for funds that use sustainability labels by selecting the sustainability labels filter on our Investment Finder.

The Financial Conduct Authority (FCA) introduced sustainability labels to help investors identify funds with specific environmental and/or social goals. Fund managers can choose to use these labels if their funds meet the criteria. Read more about Sustainable and ESG investing.

The Synthetic Risk and Reward Indicator, or SRRI, is a scale from 1 to 7 that gives an indication of a fund’s relative risk level. A lower number usually suggests lower risk, while a higher number suggests higher risk. Lower risk does not mean no risk.

However, from 8 June 2027 the way risk is shown is changing. Under the UK’s new Consumer Composite Investments (CCI) regime, this will move to a new Risk and Return Score from 1 to 10. Because the new score is worked out differently, it may not match the old SRRI ratings. Therefore, the current risk and reward indicator will no longer apply from 8 June 2027.

This refers to specific industries the fund invests in, such as technology, healthcare or financial services. This can help you focus on particular parts of the economy.

The income an investment pays, usually shown as a percentage. This may be useful for investors looking for income, but it should not be considered on its own.