Mutual Fund Analysis

Graeme7777

Hi,

I'm trying to find an example of a professional analysis of a mutual fund, not just the usual factsheet of performance and risk stats that management companies produce. I'm instead thinking of the sort of thing that a professional analysts would prepare.

Can anyone suggest where I could find a sample of such an analysis? I'm not bothered about which particular fund is being analysed, rather just how a professional would analyse a fund.

Thanks!

Debt_Free_Chick

I know the type of thing you mean - Trustees of pension schemes would pay their investment adviser for this information. And that, I think, is the problem - it's usually a "paid for" service.

For retail funds, some of the larger IFAs probably analyse and rate the funds e.g. Hargreaves Lansdown. Smaller IFAs probably subscribe to such a service provided by others. However, I don't know of any that make this information publicly available, for free.

dunstonh

Smaller IFAs probably subscribe to such a service provided by others. However, I don't know of any that make this information publicly available, for free.

Falling into that category.... yes we pay for it. £5000 a year plus VAT.