FundMonitors.com is delighted to welcome PGW Advisors to your customised "white-label" version of our website. To make the most of the data and analytics available, please read this introduction or click the camera icon to watch a brief video.

If you haven't already done so, you should read and follow the PGW Approved Product List (APL) Guidance on the home page carefully.

If you have used FundMonitors.com before, whether as a subscriber or not, you should be familiar with functions such as Fund Search, Peer Groups, Fund Selector, Watch Lists and the ability to create Model Portfolios. However, you might still benefit from our video guides to understand what is and isn't included in the PGW version.

If you haven't used FundMonitors.com previously, we'd definitely suggest you use this and other guides to make the most of the site:

Firstly, some basics:

In conjunction with PGW's admin team, we have expanded FundMonitors' existing database of 950 funds, and are adding all funds that appear on the HUB24 Platform, including each fund's PDS and historical performance data.  This is a significant process, so please bear with us as we progressively onboard them.

In addition to unlimited access to funds on the "Hub24 list", you have limited access to all other funds on AFM's database.  If there are funds that are still not included, please use the "Add a Fund" button alongside each table, and we will endeavour to add them accordingly.

Please note that the comparison tables include a field which shows if each fund is on PGW Approved or PGW General Lists. If a fund is not on a PGW list, it is there for information and comparison purposes only, and you will need to seek approval from PGW admin to include, or recommend it to a client.

NEXT: Moving on to navigating the site:

In the top navigation bar, you will find links to the PGW Advisor List, plus a range of Functions which we will expand on later. 

The Home page provides a variety of ways to start your journey: You can get back to this page at any time by clicking on the PGW Logo in the top left-hand corner of each page.

You can find individual funds by searching for the Manager's or Fund's name using the Find a Fund search function on the Home Page, or by using the search function in the main menu bar at the top of each page. 

Once you have found the desired fund(s) you can view the details and Profile of each fund, or view a comparison table:

You can also compare two funds "side by side" by using the Compare Funds function:

Every fund is allocated to one of 16 separate Peer Groups to enable comparison of the funds' performance and analytics on a like-for-like basis:

To see and compare the average performance of all Peer Groups, click on the Peer Group Analysis heading. To move directly to a list of all funds in each group, click on one of the 16 individual group names.