Funds Benchmark
Funds Benchmark
The fund research platform built for financial advisers. Comprehensive data, AI-powered analysis, and the speed of a modern web application.
Funds Benchmark gives financial advisers and wealth managers a faster, smarter way to research and compare investment funds. We combine comprehensive fund data from FE fundinfo with AI-powered analysis to surface the insights that matter — so you can spend less time on screens and more time with clients.
We provide detailed, up-to-date information on funds and their individual share classes from fund groups around the world. Most are domiciled in Luxembourg, Ireland, the UK and the US, with others from Australia, France and further afield. All data comes from FE fundinfo.
Our fund universe covers the full spectrum: from the world's largest equity, fixed income, and multi-asset funds through to specialist emerging market, ESG, thematic, and alternative strategies. We've deliberately balanced well-known names that your clients will recognise with specialist and boutique managers that can add real value to a portfolio.
Funds Benchmark is a web-based platform. There is nothing to install. Search for a fund, compare it against alternatives, and use our AI tools to deepen your analysis — all from your browser.
Our data pipeline pulls directly from FE fundinfo, ensuring that the performance figures, AuM data, and fund attributes you see are sourced from one of the most trusted names in fund data. AI-generated content is produced by our proprietary models and is always clearly labelled.
Every fund has a dedicated page showing name, ISIN, Citi code, domicile, currency, AuM, performance across multiple time periods, and all available share classes — with manager context where applicable.
Select up to four funds and compare them side-by-side on the metrics that matter most. Performance, AuM, structure, asset class, and risk laid out clearly — no more toggling between factsheets.
Filter the full universe by asset class, domicile, currency, fund type (ETF, passive, active), manager, and more. From the full universe to a shortlist in seconds.
Interactive charts let you visualise fund returns over custom time periods and overlay multiple funds. Clear enough to use in client presentations.
Forward-looking base, bull, and bear scenarios with a confidence level, plain-English investment thesis, key drivers, and principal risk factors. Designed to augment — not replace — your own judgement.
Daily editorial content highlighting notable fund performance, emerging trends, and sector shifts across the platform. A research briefing that scans the whole universe so you don't have to.
Funds Benchmark covers the universe of funds in our FE fundinfo data licence, with each fund shown as one entry and its share classes grouped beneath it.
That includes large, well-established funds from globally recognised managers, the names your clients will search for and expect to find, alongside specialist, thematic and emerging strategies, from AI and robotics to water sustainability to frontier market debt.
Coverage is broad and includes money market, pension, life and other fund structures. Appearing on Funds Benchmark is not a recommendation or a rating of any fund. Use the filters to narrow the universe to the funds relevant to your clients.
The fund research landscape is fragmented. The data is scattered across provider websites, platform tools that haven't changed in years, and PDF factsheets that take too long to read. We built Funds Benchmark because we believe advisers deserve a single, well-designed place to do their fund research — with the analytical depth of institutional tools and the speed of a modern web application.
We are a UK-based team and Funds Benchmark is an independent platform. We are not affiliated with any fund manager, platform provider, or distribution network. Nothing on the platform is a recommendation.
We'd love to hear from you — feedback, feature requests, or any questions about the platform.
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