As a trustee you need to monitor your fund manager to see how they are performing, to ensure they are doing what they are supposed to, and to identify any changes that may be needed to your investment strategy. We can help you look past the headlines and get a clear view of just how your funds are performing relative to your expectations.
Although past performance is no guarantee of future performance, it is still pretty important. Whether you need to know how your funds are doing, how other funds are doing, how your funds are doing relative to other funds or their benchmark—and why—we have the information you need.
For almost ten years, our world famous investment fund performance calculator been widely used by trustees, fund managers, pensions consultants, actuaries, academics, journalists, politicians and people who wandered in accidentally. Why? Because it's interesting, useful and, most importantly, free.See it in action