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Advice on Index Funds
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There are 2 xray trackers. Morningstar and Trustnet
By far the best functionality is Morningstar. There is a one-off instant x-ray facility but I dont know whether it can be accessed for free - I pay for the full version which provides detailed anaqlysis of multiple portfolios. Some platforms do provide morningstar analysis as part of the deal (eg AJBell) but I think this can only be used on real portfolios held on the platform.
Trustnet is free but has a more superficial analysis compared with morningstar - for example it does not show size of companies nor growth vs value. Also itfdoes not show how the individual funds contribute to the portfolio as a whole.. Since Trustnet only holds allocation data on those funds that pay to be included you are likely to see a high % of "Others". in the allocation lists.2 -
The word "Best" is used far too much in the OP. With index funds you are always going to be in the middle of the pack as far as return is concerned. Decide on you goals and the asset allocation you require and then use index funds from major providers. I like Vanguard, but there are many more.“So we beat on, boats against the current, borne back ceaselessly into the past.”1
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me107 said:eskbanker said:How are you defining 'best' - lowest cost, highest number of holdings, lowest tracking error, etc?
Which indices are you aiming to track?
Dealing fees will be determined by your choice of platform as well as OEIC v ETF....
Also measuring best by lowest tracking error.1 -
Linton said:There are 2 xray trackers. Morningstar and Trustnet
By far the best functionality is Morningstar. There is a one-off instant x-ray facility but I dont know whether it can be accessed for free - I pay for the full version which provides detailed anaqlysis of multiple portfolios. Some platforms do provide morningstar analysis as part of the deal (eg AJBell) but I think this can only be used on real portfolios held on the platform.
Trustnet is free but has a more superficial analysis compared with morningstar - for example it does not show size of companies nor growth vs value. Also itfdoes not show how the individual funds contribute to the portfolio as a whole.. Since Trustnet only holds allocation data on those funds that pay to be included you are likely to see a high % of "Others". in the allocation lists.0 -
me107 said:xylophone said:A global tracker tracks a world index, an index tracker may track a regional index, or an index based on criteria other than capitalisation. Both types may be tracking bonds, or property or infrastructure, as well as equities.As for why two articles - Monevator is blog and the authors try to keep each article to a reasonable length.
Eco Miser
Saving money for well over half a century0
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