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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 8.9)

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

Use the latest version

Version 8.8 of the Share class finder expired on 29 November 2018. If you saved it to your desktop, please replace it with the latest version (8.9) above.

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