Fund Ratings and Research.

Fly100

Hello all,
My company Pension is run by Fidelity, we even have our our Fund ( well in name ). We also have access to multiple other Funds.The 'Company Fund' appears to be performing poorly compared to the rest of the Funds available.While I understand the circumstance we all find ourselves in , Im interested to research these other Funds if only for a better understanding.
Ive looked on Trustnet and cant find the Fund im invested in as a baseline or some of the other ones im interested in.
Could you point me in the right direction to read and research other funds.I have the Fund Codes.
Thanks,
FLY 

Linton

Trustnet is one of the best resources for comparing funds. The funds should be there - which ones cant you find?

dunstonh

The 'Company Fund' appears to be performing poorly compared to the rest of the Funds available.

Is that on a like for like basis? i.e. same risk level, similar asset make up?

Ive looked on Trustnet and cant find the Fund im invested in as a baseline or some of the other ones im interested in.

Fidelity do offer bespoke funds for some pension schemes that are not available to the retail market and will not appear on Trustnet or the like.  Perhaps yours is one of those?

Fly100

Linton said:

Trustnet is one of the best resources for comparing funds. The funds should be there - which ones cant you find?

Ive listed the Fund Codes below. KHAF

KNTO

KBQN

LMAF

KGWV

KISW

LEEX

KBWE

LEMO

KNIV

KRSN

KAOM

Fly100

dunstonh said:

The 'Company Fund' appears to be performing poorly compared to the rest of the Funds available.

Is that on a like for like basis? i.e. same risk level, similar asset make up?

That what I need to research, so I can make some comparisons and understand better. 

Blackavar

Have you tried Morning Star? I've found this really useful. https://www.morningstar.co.uk/uk/
Good for research and setting up dummy portfolios etc.

Thrugelmir

Do you have either the SEDOL or ISIN codes for those listed?

Albermarle

Blackavar said:

Have you tried Morning Star? I've found this really useful. https://www.morningstar.co.uk/uk/
Good for research and setting up dummy portfolios etc.

Morning star also does not recognise all funds, especially in house pension funds can be an issue, although it does recognise some .

Fly100

Thrugelmir said:

Do you have either the SEDOL or ISIN codes for those listed?

KBGI   B1P5QS6  GB00B1P5QS61 LILV    B10BWQ9   GB00B10BWQ94   LPEV  B10BX11    GB00B10BX114 Just as examples.