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Good website for fund performance?

Investment | Unit Trusts Helpful? 27

Asked by paulcrawford, submitted 17 February 2011.

Open Quote Can you recommend a website which lists funds in order of return over the past 12 months [or similar],preferably per sector. Many Thanks.End Quote

Answered by Justin on 18 February 2011

Yes, of course, 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 themselves, useful when looking at those who've switched funds over their career.

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.


Please note this answer does not constitute a recommendation or financial advice and should not be relied upon when making specific investment or other financial decisions. You should always undertake your own research into whether a product or service is appropriate for your needs and, if necessary, use a qualified professional adviser.

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