Friday, 18 February 2011

Good website for fund performance?

Question
Can you recommend a website which lists funds in order of return over the past 12 months [or similar],preferably per sector. Many Thanks.Answer
Yes, of course, all the following sites (all free) list unit and investment trusts by sector and you can sort on both cumulative and discrete (i.e. yearly) performance.

Trustnet - updated daily and includes information on how the fund is invested and dividends.

Morningstar - provides more extensive statistics and data than Trustnet, although I find it more clunky to use.

Bestinvest - stats only updated monthly but includes research resulting from analysts speaking to fund managers (i.e. qualitative) as well as the usual quantitative stuff, which might prove helpful. Bestinvest also produces stats relating to fund managers, not just the funds they run.

Citywire - also includes manager stats like Bestinvest in addition to funds. Quite a lot of information but takes more effort to extract versus Trustnet and Morningstar.

Hopefully you'll find at least one of the above sites suits your needs.

Read this Q and A at http://www.candidmoney.com/questions/question390.aspx

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