Invest tools

Discovery Invest provides you with the tools so you can better understand your investments.

 

Tools to assist you

Risk profile

One of the most important considerations with any investment is to balance your attitude to risk with your desire for positive returns. By answering the questions in the risk profile tool, you will be able to understand your attitude to risk.

Portfolio analyser

This tool will allow you to set up hypothetical portfolios, which will enable you to track the historic performance and risk. Once you have registered on the website you will be able to view the details of the various funds you have chosen to invest in.

Fund search and compare

The contribution you pay into your chosen investment plan is invested in one or more funds. The Fund search and compare tool allows you to search for funds offered on Discovery Invest’s platform. You will then be able to compare the historic performance of a variety of funds in order to provide you with a clearer idea of which funds to invest in.

Interactive fact sheet

The interactive fact sheet tool allows you to view the summarised version of the fund you have selected. It also provides you with detailed information about the fund performance, fund holdings and fund facts. In the logged out version of this tool you will only be able to view fund fact sheets for Discovery funds. To view the fund fact sheets of Discovery funds and external funds you will need to register on the website.