Fund Monitors Pty Ltd

www.fundmonitors.com
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Printed: 01 December 2022 5:24 PM

AFM Helps Advisors Deliver Better Client Outcomes

How FundMonitors.com Helps Advisors

  • Fund Monitors provides individual Fund Fact Sheets, Performance Summaries and Analysis and Full Quantitative Profiles on over 700 actively managed funds, helping you to provide your clients with the best possible advice...
  • Fund information includes monthly performance data, risk analysis, advanced analytics, research ratings (where available) and platform availability...
  • Easily compare individual funds, easily create watchlists, or analyse portfolios of multiple funds to show and compare returns, risk and correlation...
  • Or upgrade to use FundMonitors.com's Portfolio Optimiser to generate risk adjusted portfolios from your selected fund universe.

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FundMonitors.com Subscription

FundMonitors.com  provides information covering over 700 "actively managed" funds, (including Alternative, Absolute Return and Hedge Funds) operating in the fund management sector in Australia.

Forever Free

$0

 

 

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Lite

$348 p.a.

 

/year ($29/month)

Wholesale Investor

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Premium

$1,395 p.a.

 

/year ($116.25/month)

Profesional Investor/Advisor

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Platinum

$2,495 p.a.

 

/year ($208/month)

Full access

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View all plans

Fund Monitors Forever Free subscription allows you to access news and information and educational articles. Users can access Peer Groups Lists and search by manager or fund name and view detail Fund Fact Sheets on every fund on the database.

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Lite subscription allows you to access a range of tools on the on the FundMonitors.com database.

  • You can use the Fund Selector to compare the performance, risk, strategy, and fees for over 700 Managed Funds.
  • Lite Subscribers can access detailed Fund Fact Sheets and Performance Summary Reports on every fund in the database and save funds to a Watch List to make it easy to track and compare your favourite funds.
  • Lite Subscribers can also build a Customised Portfolio by selecting up to 10 funds across multiple sectors and strategies to track return, risk, correlation and many other statistics.
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For Financial Advisors and those investors requiring additional functionality, Premium Subscription provides a more detailed level of access to the FundMonitors.com database.

  • In addition to the Fund Selector, Fact Sheets and Performance Summaries available via the Lite Subscription, Premium Subscribers can also access Performance Analysis Reports and Full Quantitative Fund Profiles including Advanced Analytics and Graphs.
  • Premium Subscribers can also build and save 10 Customised Portfolios with up to 20 funds in each across multiple sectors and strategies to track return, risk, correlation and many other statistics.
  • Premium Subscribers can also access the Custom Statistics Tool which allows them to build and save up to 10 custom reports comparing funds, indexes and their own portfolios.
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For Financial Advisors and those investors wanting to auto optimise their investments the Platinum Subscription provides users with comprehensive access to all the tools in the FundMonitors.com system.

  • In addition to the Fund Selector and all of the available individual fund performance reporting, Platinum Subscribers can also build and save 20 Customised Portfolios with up to 20 funds in each across multiple sectors and strategies to track return, risk, correlation and many other statistics.
  • Platinum Subscribers can access the Custom Statistics Tool which allows them to build and save an unlimited number of custom reports comparing funds, indexes and their own portfolios.
  • Platinum Subscribers can also access our Portfolio Optimiser which allows them to create and optimise portfolios from a universe of funds to provide the best risk and return outcome.

 

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Australian Fund Monitors Pty Ltd
A.C.N. 122 226 724
AFSL 324476
Email: [email protected]