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Compare Funds - Managed Fund Comparison Charts and Statistics

Discussion in 'Managed Funds & Index Funds' started by Simon Hampel, 1st Oct, 2007.

  1. Simon Hampel

    Simon Hampel Co-founder Staff Member

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    I've finished the first version of my new website (although there is still a lot more work to do - it's a long way from where I want it to be).

    All that is implemented so far is basic fund profile information, charting (including moving averages), and historical yearly and quarterly performance figures.

    So far I have data for the following fund managers:

    • Colonial First State - Managed Investment Funds
    • Colonial First State - FirstChoice Investments
    • Colonial First State - FirstChoice Wholesale Investments
    • NavraInvest
    • Platinum Asset Management

    I will be adding additional fund managers over the next few weeks (I have to program the data capture routines for each new manager).

    I haven't yet done the comparison tables - that will be the next feature I work on.

    I figured that what I have done so far will be useful enough to some people, and I can get some feedback on what features are important.

    I've already used the site myself - I finally got the rollovers into my new SMSF, so I've been using the data and tables to choose some new funds to invest my super in (although the comparison tables would have been useful here!) :D

    The new site can be found at: [aff=PCFUCL1]Compare Funds :: Managed Fund Comparison Charts and Statistics[/aff]

    ... please remember it is still in development, so some things may not work completely, and some of the data may not be 100% accurate.

    Enjoy!
     
    Last edited: 1st Oct, 2007
  2. NatMarie73

    NatMarie73 Member

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    Wow wow wow looks great! I am currently looking for 2 new funds to invest in right at this moment so this is very helpful indeed! One question - are the percentage results quoted in PDS documents and in your graphs after fees etc are taken out or not?
     
  3. Simon Hampel

    Simon Hampel Co-founder Staff Member

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    You'll have to check each PDS to see how they do it ... some show performance results after contribution fees / ongoing fees / management fees and tax, while others just show results after management fees. They will at a minimum show returns assuming distributions have been reinvested - so if you are taking distributions as cash, your returns will be less (over a period of years).

    Remember that management fees are typically taken directly out of the fund capital, and thus are represented in the unit price - so there's no need to separately account for them.

    My graphs on the Compare Funds site do not take into account upfront or contribution fees (since you can generally avoid these) or tax (since it is impossible to know which tax bracket you will be in or what other tax offsets you may have), but I do assume reinvested distributions.
     
  4. coopranos

    coopranos Well-Known Member

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    Looks great Sim, thanks very much for making it publicly available!
     
  5. archangelsupreme

    archangelsupreme Well-Known Member

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    Brilliant, absolutely brilliant. Now if we could get all the major funds up there from macquarie, bt, challenger...etc. :)
     
  6. Simon

    Simon Well-Known Member

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    Once this site becomes famous they will be busting their guts to get Sim to put them on it... maybe he can charge them for the privilege :)
     
  7. CHISEL

    CHISEL New Member

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    31st Dec, 2005
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    Is this accurate

    Hi Sim,

    Your compare funds website looks very selubrious

    I ve just found a fund " Colonial First State Global resources" fund

    the data pulls up as 3 months 12.7%pa, 6mths 27%pa, 12mnths 59%pa

    04-05 till now 177.1%pa Is this accurate?

    since recources are expected to grow even more this looks like a good fund to be in.

    but what about the risk. ANY body have some Ideas?

    By the way I am CHISEL and I sometimes post on somers forum.

    CHISEL:D
     
    Last edited by a moderator: 4th Oct, 2007
  8. Compleks

    Compleks Well-Known Member

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    Hey Chisel, I just asked about that fund recently.

    Here's what Sim had to say about it:

     
  9. crc_error

    crc_error The Rule of 72

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    Hi CHISEL, I would consider investing in this fund, but I would keep exposure small.. as this fund can be very volitile..

    Don't always look at past performance, its important to have a well balanced portfolio..

    Tom
     
  10. Nigel Ward

    Nigel Ward Team InvestEd

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    Hi Sim

    The site looks great! Can you compare two or more funds at the same time on the various metrics you've included?

    I guess I'm saying is there an ability to rank the funds based on certain criteria i.e. best 3yr performance then 5yr etc...

    thanks
    N.
     
  11. Simon Hampel

    Simon Hampel Co-founder Staff Member

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    Not yet - that will be in the next version ... Real_Soon_NowTM
     
  12. crc_error

    crc_error The Rule of 72

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    Internode have that trade marked!
     
  13. samaka

    samaka Well-Known Member

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    Yay for Internode - If only I could buy shares in that!

    Sim - Are you planning to add feature to allow people to actually compare 2 (or more) funds on a single graph? If so any time frame for it?
     
  14. Simon Hampel

    Simon Hampel Co-founder Staff Member

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    Definitely, yes ... that will take a few weeks - but I'd hope to see it done before the end of this month if things go to plan.
     
  15. perky

    perky Well-Known Member

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    Sim,
    You are amazing. That site is just brilliant.
    Thank you so much.
     
  16. ivmaca

    ivmaca New Member

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    Hi Sim,
    Just registered what an amazing effort. That site is just to much a brilliant piece of work.
    Thank you so much.
     
  17. Simon Hampel

    Simon Hampel Co-founder Staff Member

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    It's been a pleasure so far (although a lot of hard work) ... thanks for the kind words.

    I'm hoping you'll be even more impressed with the stuff I'm still working on! :D
     
  18. Jacque

    Jacque Team InvestEd

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    Looks great so far, Sim- well done :)
     
  19. gad

    gad Well-Known Member

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    Sim
    If your not already a legend, you soon will be.......... absolutely brilliant!

    Thank you.
     
  20. Simon Hampel

    Simon Hampel Co-founder Staff Member

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    Performance tables and statistics are now available via the Fund Statistics link at the top of the page.

    Remember to click on the table headings to change sort orders, and use the "Period" selection list to change the type of data being shown (I'll re-work the UI for this at some point, but for now that will have to do).

    Use the other selection lists to filter out funds you aren't interested in or to drill down on funds of a particular type or sector or region.

    The profiles and charts have been moved to the Fund Profiles link.

    Be warned that there may be some bad data in the performance tables in the short term while I iron out some anomalous data.

    Let me know if you find anything that doesn't work!