Fund research tools

LongTermLurker

I've used Style Research's website occasionally but it seems to be hit and miss what funds it includes. I wanted to take a look at Blackrock UK Absolute Alpha but despite it being over 2 years old, it doesn't exist, yet loads of other BR funds do.

Does anyone know of any comparable tools that provide full information on the funds?

whu

you could try trustnet

LongTermLurker

whu wrote: »

you could try trustnet

Thanks, but it's not the same as Style - that gives you a very detailed breakdown of each fund over a number of years, showing eg how the market cap has changed in the fund over the year, plus the alpha, beta and sharpe ratio. It's really quite good (if a little nerdy :rolleyes:) once you get your head round it - every time I use it I have to read up on how to interpret it all again! Unfortunately, they don't have every fund.

runciblespoon

Nice site, if they do know how to slow browsers to a crawl with javascript...

You could always ask them to add it. Perhaps they haven't done an update from their data feed since the fund was launched? Worth a try.

LongTermLurker

Good point, Runcible - I tend not to bother "suggesting" things to providers these days due to a general lack of response, but I guess I could try for nothing. The tool is great but I think there's quite a lot of funds missing, which is a shame.

BTW speed isn't too big a problem with Firefox.

dunstonh

Thanks, but it's not the same as Style - that gives you a very detailed breakdown of each fund over a number of years, showing eg how the market cap has changed in the fund over the year, plus the alpha, beta and sharpe ratio.

Trustnet do offer that but only at a cost. Their free feed is useful but basic. Their paid for feed is probably the most comprehensive there is. It certainly has the widest coverage.

Morningstar is a good free option. It can be a bit out of date at times (although that may be a historical view that Morningstar have improved on) and it doesnt have the biggest coverage but what they provide for free is pretty good.

LongTermLurker

Thanks Dunst - will have a look at MS

Ian_W

LongTermLurker wrote: »

Thanks Dunst - will have a look at MS

Don't think you'll have much joy. It's the only fund in my investments that MS shows as "unclassified" with regard to it's content of shares, long/short etc.

LongTermLurker

dunstonh wrote: »

Morningstar is a good free option. It can be a bit out of date at times (although that may be a historical view that Morningstar have improved on) and it doesnt have the biggest coverage but what they provide for free is pretty good.

Wasn't exactly what I was looking for, but serves another purpose - I like the portfolio analyser/X-ray - especially interesting to see the cross-investments, ie which funds have duplicate investments etc. Strange that my bond funds don't seem to contain any bonds though :rolleyes:

What would you suggest as a good world index (I don't understand the differences)? I have some of just about everything and everywhere.