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(Free?) Fund Research Tool Alternatives

Hello,

I was wondering if there's any better alternatives to Trustnet for doing fund research - I've found their site pretty useful, together with the ability to create portfolios. However

a) the site isn't always responsive (either slow, or shows errors - especially after their recent 'upgrade' a month or so back), and
b) it doesn't have quite what I'd want displayed in one place - ideally I want the past performance, yield, risk, OCF and sustainability rating. Most of this is available on one page using their custom tab, apart from the OCF (available elsewhere on their site), and the sustainability rating I get from Morningstar. Oddly, also, since the 'upgrade', the page can't be sorted over 10yr performance, which I find very odd - can't imagine it was intentional, as the ability to do that was there previously.

Perhaps I'm being a little fussy/demanding expecting all of this for free - I guess if there was something that was much more robust that was available for a minimal charge I'd consider that.

Thanks in advance,

Steve

Comments

  • Google the name of one of your funds. You will see a list of providers who offer charts, analysis and fund fact sheets. 
    Morningstar, Fidelity, HL, ...
    Go through them all and see if you find one you like. I think Trustnet is pretty good though, next to Morningstar. Haven't seen anything obviously better.
  • [Deleted User]
    [Deleted User] Posts: 0 Newbie
    1,000 Posts Third Anniversary Name Dropper
    edited 16 September 2022 at 6:14PM
    Personally, I get all info from a) Morningstar and b) fund prospectus published by the issuer. 

    Mostly interested in “under the bonnet” content of the fund and how it aligns with my strategy as well as costs and (to a lesser extent) trading volume, and spreads but Morningstar ratings are quite helpful. 

    I ignore ESG/sustainability ratings as deeply flawed and counterproductive. Incidentally, ESG focused investments are among the reasons for what’s happening to electricity prices.  
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