Investment research

Expert research, tools, ideas and information to help you in making investment decisions.

Investment research

At Capital Heritage Finance, we understand that researching and choosing the right investments for your portfolio can be a challenge.

We can help you research, choose and monitor the performance of your investments with the help of our Investment Selector. The data we supply is powered by Morningstar and incorporates their prices, news, charts, fundamentals and investor tools.

Important information

Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested.

All investments carry an element of risk which may differ significantly. If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice. We can't give you financial advice.

Factors to consider when researching

Risk, Asset classes, Performance, Sectors.

Morningstar enables you to search by

Funds by manager or IMA sector, UK and overseas companies, Investment companies by manager or AIC sector.

Morningstar tools

Performance tables, Stock screener, Heat maps, Market maps and sector strips.