Start with the provider or fund name

If you know the provider, start by searching for that name. If you know part of the fund name, enter the most distinctive words. Pension fund names can be long, so you may not need the full title.

You can also search by category or topic. For example, terms such as global equity, multi-asset, risk, pension, performance or provider may help narrow the list.

If a fund does not appear, it may not be in Portzo yet, or it may be listed under a slightly different provider name, fund range or share class. Pension providers sometimes use similar names for different versions of a fund.

Search tips

  • Try the provider name first.
  • Use one or two key words from the fund name.
  • Check spelling and abbreviations.
  • Compare results against your pension statement.
  • Use official provider documents for exact policy details.

Portzo search helps you explore and compare. It does not confirm that a fund is suitable for you.