Fund Monitors Pty Ltd

www.fundmonitors.com
© Copyright 2022
Printed: 08 December 2022 12:45 AM

AFM Subscription

Pricing

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.

With three tiers of Membership to choose from you decide on the depth of information required.

If you are interested in access to the Fundmonitors.com Portfolio Optimiser or pricing for multiple licences please call us on 02 8007 6611 or email us at [email protected]

 
 
 

Subscription Features Include:

 

Forever Free

$0

 

Guest

More
 

Lite

$348pa

/year($33/month)

Wholesale Investor

More
 

Premium

$1,348pa

/year($120.00/month)

Professional Investor/Advisor

More
 
   
 
 
 
 
 
 
 
Search by Manager Name
 
Yes
 
Yes
 
Yes
 
 
Search by Fund Name
 
Yes
 
Yes
 
Yes
 
 
View Peer Group List
 
Yes
 
Yes
 
Yes
 
 
Fund Filter Search
 
No
 
Yes
 
Yes
 
 
 
 
 
 
 
 
 
 
               
 
Peer Group Performance
 
Yes
 
Yes
 
Yes
 
 
Peer Group Risk
 
No
 
Yes
 
Yes
 
 
Performance & Strategy
  Featured Funds  
Yes
 
Yes
 
 
Risk & Key Terms
 
Featured Funds
 
Yes
 
Yes
 
 
Ratings & Availability
  Featured Funds  
Yes
 
Yes
 
                 
   
 
 
 
 
 
 
 
Fund Fact Sheet
 
Yes
 
Yes
 
Yes
 
 
Performance Summary
 
Featured Funds
 
Yes
 
Yes
 
 
Performance Analysis
  Featured Funds  
Featured Funds
 
Yes
 
 
Full Fund Profile
  Featured Funds   Featured Funds  
Yes
 
 
Side by Side Comparison
  No   No  
Yes
 
                 
  Factors Research              
  Access to Research Lists   Yes   Yes   Yes  
 
Download Research
  Limited Access   Yes   Yes  
                 
  Portfolios              
 
Number of portfolios
 
No
 
1 portfolio
 
20 portfolios
 
 
Max funds per portfolio
 
No
 
10 Funds
 
20 Funds
 
 
Portfolio Analytics
 
No
 
Limited Access
 
Full Access
 
 
 
 
 
 
 
 
 
 
  Watch List  
No
         
 
Maximum Number of Funds
 
No
 
20 Fund
 
50 Funds
 
 
Number of Watch Lists
 
No
 
1 Watch List
 
10 Watch Lists
 
                 
  Custom Statistics              
 
Number of Saved Reports
 
No
 
No
 
20 Reports
 
 
Number of Funds Per Report
 
No
 
No
 
100 Funds
 
 
 
 
 
 
 
 
 
 
      Register Now   Free Trial   Free Trial    

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.

Register Now

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.

Free Trial

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.

Free Trial

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.

Register

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