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Sorry, you've clicked on a subscriber link. | You have clicked on a link in www.FundsData.co.za which is only available to subscribers (see below for more information). Note: if you are not a subscriber, click on Lists to access the free-to-view fund fact sheets. | |
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Alternatively, you can request a short Retail Trial Subscription below:
Request Retail Trial Subscription
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Two levels of subscription are available: |
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A retail subscription (just R138.00 per month) includes:
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- Detailed fact sheets for all domestic funds
- Comprehensive dividend history data
- Contact details for managers, ManCos and branches
- Fees and charges (including commissions and TERs)
- Fund news and fund managers' comments
- Detailed asset allocation information for all funds
- Sectoral analyses for equity funds
- Standardised performance tables (lump sums and debit orders)
- Interactive performance charts and returns calculators
- Risk profiles and risk stats for all funds
- User-defined watch lists with built-in analysis tools
- Brilliant fund alert service – get prices in your inbox!
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A professional subscription (R1016.00 per month) includes all the above plus:
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- Create user-defined client portfolios
- Portfolio consolidation tools with portfolio TRIs
- Risk/return, asset allocation and performance comparisons for client portfolios
- Full fund holdings
- Portfolio holdings comparisons tools
- Fund ranking tool and report builder
- Multi-fund performance comparisons (with export to Excel™)
- Raw data export facilities (CSV, Excel™, etc)
- Sophisticated fund filter
- Fund criteria searching and reporting
- Built-in technical analysis
- Concurrent logins
- and much more!
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