Unit Trust Data Products

Fund Analytics gives you the ability to adopt a whole of market approach with access to over 300 000 financial instruments, including Unit Trusts & OEICs, Investment Trusts, Pension Funds and ETFs.

Fund Analytics is an industry leading research solution for comprehensive fund research, portfolio analysis and reporting. Fund Analytics combines decades of investment data collection expertise with cutting-edge software to help financial advisers and their teams create a robust investment proposition and has been powering investment decisions for over a decade and focuses on providing advisers with an efficient solution to build successful centralised propositions and improve profitability, whilst remaining compliant and keeping costs down.

Whether you build your proposition through the more traditional fund selection route or prefer to outsource, Fund Analytics provides you with the right tools to improve efficiency in each stage of your investment planning process. The wide variety of research, modelling and reporting tools available on Fund Analytics can help you optimise your investment selection, conduct objective due-diligence, and demonstrate the value of your service in streamlined, fully compliant and profitable manner.

• delivered over the internet, which means you can access your account and all your research 24 hours a day and from any location
• we manage all installation, maintenance and updates relieving pressure on your IT resources
• incredibly easy to navigate, despite the depth of data and the range of sophisticated tools
• your gateway to a vast array of valuable data in a products that is continually being developed with your needs in mind
• automatically updated daily - no downloads or CD updates
• the most up to date source of fund performance and factsheet data in South Africa
• full of excellent, intuitive features - line graphs, scatter charts, performance tables, ratio data, factsheets, list builders, and universe filters, and portfolio modelling
• the output options give you the flexibility to generate professional reports and presentations
• fully supported by professional, knowledgeable and friendly Helpdesk

For more information, contact Tracey Wise: