| Subscribe to FundsData Online and get access to analytical tools, watchlists, user portfolios and much more |
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There are three levels of subscription:
- Free registered user
- Retail subscription
- Professional subscription
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Free registered users have access to:
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- Summary fund data for all 2000+ funds in our database
- Interactive charting
- Recently viewed funds list
- A personal watch list
- Complete fund details, including:
o Technical details (minimums, codes, benchmark info, etc)
o Fees (annual, TER, TC ratio, etc)
o Distribution data
o Statutory data
o Management information
- Asset allocation info for every fund (where available)
- Detailed performance analysis for every fund
- Risk profile analysis for every fund
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A retail subscription (just R249.00 per month Inc. VAT) includes all the above plus:
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- Asset allocation historical comparisons
- Fund holdings history (limited history options)
- Multiple watch lists
- Asset allocation historical comparisons
- Performance comparisons
- Powerful risk/return scatter charts
- Personal user portfolio
- Contact details for managers and branches
- Fees and charges (including commissions and TERs) by fund family
- Performance data by fund family
- Interactive performance charts and returns calculators
- Powerful fund filter and explorer tools
- Data exports (limited history)
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A professional subscription (R1839.00 per month Inc. VAT) includes all the above plus:
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- Unlimited number of watch lists
- Create user-defined client portfolios (unlimited)
- Portfolio consolidation tools with portfolio TRIs
- Portfolio holdings comparisons tools
- Risk/return, asset allocation and performance comparisons for client portfolios
- Full fund holdings, unlimited history
- Raw data export facilities (CSV, Excel, etc)
- Save options for fund exploration and filter tools
- Extended data exports
- Concurrent logins
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