Fund Analysis

Find out whether your fund manager’s input has created additional wealth for investors.   When the performance of management groups are compared  a few rise above the others...

Figaro's Fund Analysis calculates the:

• value added by a fund manager;   

• consistency of their performance.  

A fund's overall investment return is comprised of both Sector Return and Management Return.

Sector Return - Sectors are collections of funds with a common purpose. The movement of assets within a sector will heavily influence the return of a fund, regardless of whether the fund manager is actually adding value.

Management Return is a consequence of the managers' investment decisions. A good manager will be adding value regardless of whether markets are rising or falling.

1. Sector Return
   
   Sector return - Each sector and fund has a personality - see the recent trading range and ‘personality’ of investment sectors & make informed decisions.
2. Fund Manager Return
   
   Fund manager return - funds and sector analysis shows whether a manager is adding value & how funds & Sectors trade in different investment conditions.
3. Recommended Portfolio
   
   Looking for the Best Pension? - Fund Analysis finds the Best Performing Pension Funds.