FundsData Online
FundsData Online is a comprehensive and continuously updated information resource covering unit trusts and collective investment schemes available to the South African market.
What You Will Find
The free-to-view version of FundsData Online is available free of charge to all investors and provides fact sheets for unit trusts and other collective investment schemes offered for sale in South Africa.
The retail subscription version provides detailed information on each management company fund, including:
- Detailed fact sheets for all domestic funds
- Comprehensive dividend history data
- Contact details for managers, ManCos and branches
- Fees and charges (including commissions and TERs)
- Fund news and fund managers' comments
- Detailed asset allocation information for all funds
- Sectoral analyses for equity funds
- Standardised performance tables (lump sums and debit orders)
- Interactive performance charts and returns calculators
- Risk profiles and risk stats for all funds
- User-defined watch lists with built-in analysis tools
- Brilliant fund alert service - get prices in your inbox!
In addition to the features of the retail version, the professional version also offers:
- Create user-defined client portfolios
- Portfolio consolidation tools with portfolio TRIs
- Risk/return, asset allocation and performance comparisons for client portfolios
- Full fund holdings
- Portfolio holdings comparisons tools
- Fund ranking tool and report builder
- Multi-fund performance comparisons (with export to Excel™)
- Raw data export facilities (CSV, Excel™, etc)
- Sophisticated fund filter
- Fund criteria searching and reporting
- Built-in technical analysis
- Concurrent logins
- and much more!