Everything you need to know about Funds Benchmark — what we do, how the data works, and what the platform can do for you.
Funds Benchmark is a fund research and comparison platform built for financial advisers and wealth managers. We provide detailed data on over 4,000 funds across multiple domiciles, powered by FE fundinfo — one of the most comprehensive fund data providers in the industry. Our platform combines institutional-grade fund data with AI-powered analysis to help you make faster, better-informed investment decisions for your clients.
Funds Benchmark is designed primarily for financial advisers, independent financial advisers (IFAs), wealth managers, and investment professionals who need to research, compare, and evaluate funds as part of their client advisory work. While the platform is accessible to all users, the tools and analysis are built with professional use cases in mind.
We offer both free and premium tiers. Basic fund search and detail pages are freely accessible. Advanced features including AI-powered forecasting, in-depth comparison tools, and full screening capabilities are available through our subscription plans. Visit our pricing page for current details.
Our fund data is sourced directly from FE fundinfo and is updated regularly in line with their data feed schedule. This typically means daily updates for pricing and performance data, and periodic updates for fund attributes such as AuM, holdings, and fund documentation.
Funds Benchmark covers over 4,000 fund strategies encompassing more than 39,000 individual share classes across the UK, Ireland, Luxembourg, Australia, and the UAE/GCC region. Our selection spans equities, fixed income, multi-asset, emerging markets, ESG/sustainable, thematic, and alternative strategies — from the largest global managers like BlackRock, Fidelity, and Schroders to specialist boutiques.
Each fund detail page includes the fund name, ISIN, Citi code, domicile, base currency, AuM (assets under management), whether the fund is an ETF or passive strategy, and all available share classes. Performance data includes returns over multiple time periods. Where available, we also provide AI-generated forecasts, editorial analysis, and contextual information about the fund manager.
All core fund data — including performance, AuM, share class information, and fund attributes — is sourced from FE fundinfo. AI-generated analysis and forecasts are produced by our proprietary models and are clearly labelled as such throughout the platform.
Yes. Our selection includes nearly 1,000 ETFs and around 1,500 passive/index-tracking funds. We believe passive strategies are an essential part of the modern portfolio toolkit, and our screener allows you to filter specifically for ETFs and passive funds.
Yes. We have dedicated coverage of emerging market funds, including broad EM equity and bond strategies, as well as regional and single-country funds covering China, India, Brazil, Latin America, Asia Pacific, and frontier markets. EM coverage was a specific priority in our fund selection.
Our coverage spans multiple domiciles and includes funds from managers across Europe, Asia, and beyond. Some funds — particularly those domiciled in Luxembourg or Ireland but managed by Nordic, Dutch, German, or French firms — retain their original-language naming conventions. We are progressively adding English-language context and manager background information to these fund detail pages to ensure they are useful and accessible.
Select up to four funds and compare them side-by-side across key metrics including performance over multiple time periods, AuM, asset class, risk characteristics, and fund structure. The comparison view is designed to help you quickly identify differences that matter for client suitability assessments.
Our AI forecasting tool analyses each fund's characteristics, holdings exposure, and market conditions to generate forward-looking scenarios. Each forecast includes a base case, bull case, and bear case return estimate, along with a confidence level, investment thesis, key performance drivers, and risk factors. AI forecasts are intended as a research input — not as investment advice — and are clearly labelled throughout.
The screener lets you filter the full fund universe by asset class, domicile, currency, manager, fund type (ETF, passive, active), and other attributes. It is designed to help you quickly narrow down from 4,000+ funds to a shortlist that matches your client's requirements.
Funds Benchmark generates AI-powered editorial analysis that highlights notable fund performance, market trends, and sector movements. These stories are written in a professional analytical style and are designed to surface insights that might otherwise require hours of manual screening. Each piece cites its data sources and is labelled as AI-generated.
No. Funds Benchmark is a research and information platform. Nothing on this site constitutes financial advice, a personal recommendation, or an offer to buy or sell any financial instrument. All investment decisions should be made in consultation with a qualified financial adviser and with reference to the fund's official documentation (KIID, prospectus, factsheet).
AI forecasts are probabilistic estimates based on available data at the time of generation. They represent one analytical input among many and should not be relied upon as the sole basis for any investment decision. Forecasts include a confidence level to help you gauge the model's certainty. Past performance and AI-generated projections are not reliable indicators of future results.
Please contact us at support@fundsbenchmark.com with the fund name, Citi code or ISIN, and a description of the issue. We take data accuracy seriously and will investigate promptly.
Our team typically responds within one working day.