INSTRUCTIONS:
SECTION 1:
1. Select an option in the first section depending on whether you want to rank a sector (or sectors) or a watch list or a portfolio or funds within a management company.
SECTION 2:
Section 2 provides options for selecting a benchmark and performance calculation options (NAV, TRI, absolute returns, debit orders, etc).
1. Select the sector or watchlist or portfolio or management company to be ranked. Hold down the [Ctrl] key while clicking to select multiple sectors.
2. Select the investment method (Lump Sum or Debit Order).
3. Select the price stream to use for the performance calculations (NAVs or TRIs).
4. Select the Period from the drop-down or select custom dates from the datepicker.
5. Click on Rank Funds to produce the table.