New Investment Data – What you need to know

Fri 29 Apr 2022

By Ruairi Dennehy

Access Level | public

Service Update


Investment data

One of the main drivers of switching our data provider was to, overtime, increase and improve the range of investment data we show.

We have completed our first significant upgrade of 2022 and are pleased to now share these new data fields with you.

All of the below fields can be found on the “Fund View” pages of any fund/trust you wish.

Performance Tab

  • 6-month cumulative performance charts
  • 1 week, 1 month and 10 year cumulative performance figures

Breakdown Tab

  • Sector allocation pie chart
  • Top 10 holdings table

Technical Tab (NEW)

  • Volatility
  • Alpha
  • Beta
  • Max Loss
  • Nav                                        (Investment trusts only)
  • Premium/discount                (Investment trusts only)

There are definitions for all the technical indicators on the “Fund View” page.  Of course, if you are still confused then please get in touch and we will be happy to help.

Why have we made this upgrade?

Simply, we want to enhance our data and research to improve your DIY investment journey with FundExpert.

Some elements within the Performance Tab, such as the 6-month cumulative performance chart and 1-month performance were on the old site, and it just took us a little extra time to get these re-instated to a high enough quality.

We believe the two new additions to the Breakdown Tab help provide clarity about the fund you are looking at. Especially with the current Value/Growth debate, a one-page display on where the fund is explicitly invested is invaluable.

Having a greater number of technical attributes on the Technical Tab is great for those investors who like to look under the bonnet of the funds in which they are investing. We know many Gold Members simply follow the Dynamic/Vintage Fund Rating, which of course is absolutely fine; but for those slightly more inquisitive investors we hope these extra data points will paint a more in-depth picture of the funds/trusts which interest you.

There is a fine balance between enhancing our data and falling into the ‘over-information’ trap. Nevertheless, we hope you find the above upgrades further aid your investing, and if you have any questions or feedback please don’t hesitate to get in touch.




Service Update


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