• Share class finder tool Clean and super clean share class funds generally attract lower charges than retail funds. A move should mean more transparent fees for your clients.

    Transferring a portfolio to a cheaper share class equivalent can be tricky and time consuming. That's where the Share class finder tool comes in.

  • Download the Share class finder tool (version 7.5)

  • Making it easier and less hassle for you

    The Share class finder tool makes searching for these share class funds quick and easy. It lets you:

    • Enter any share class you're interested in and you will now be presented with the cheapest equivalent (if available)
    • Easily compare costs
    • Instantly create a cheaper share version of your client's portfolio (if available)
    • Produce reports you can print, or export and save for later

    Get started with our useful guides

    Quick start guideFull user guide

  • Use the latest version

    Version 7.4 of the Share class finder expired on 29 September 2017. If you saved it to your desktop, please replace it with the latest version (7.5) above.

    The Share class finder tool will expire about every four weeks.