Investment Week has announced free access to download key fund performance data across sectors. All you need to do is register with your email address to access their site for free.
Those who invest in Funds and Investment Trusts will find this easy to use free service of interest. It is not 100% comprehensive but appears to be quite useful. It did not take us long to look up the following data, which shows how much better the US shares have performed compared to Europe and the UK shares and to corporate bonds and gilts.
The website provides performance data, but does not give data on charges, fees and total costs.
Please note that:
i. Passive funds have lower charges than active funds. Some investors’ investment strategy is to try to pick fund managers who outperform the median, whilst other investors are happy to invest in passives, which saves time and energy, but may produce different returns.
ii. Past performance is not necessarily an indicator of future performance and ShareSoc, does not and cannot provide financial advice.