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OVERLAYS
FundBenchmark
3Y · NAV total return · GBP
DB Platinum Bonus: holdings, performance and fees
OCF (ongoing charge)0.75%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTHPowered by ClaudeFREE PREVIEW
CHART PREVIEW · UPGRADE FOR FULL ANALYSIS
12-month outlook will populate here once you generate the forecast. Click the AI Forecast button above to analyse this fund's holdings, sector exposure, and recent macro context against current market conditions.
This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
Fetched 180 days of price data for top holdings and country ETF proxies via FMP API.
2
Weighted Composite Returns
Daily returns calculated and weighted by fund allocation percentages to create a synthetic portfolio.
3
Linear Regression Analysis
Ordinary Least Squares (OLS) regression fitted to cumulative returns: ŷ = βx + α
4
Forward Projection
Extended regression line 126 trading days (~6 months) to estimate future performance.
Model Statistics
R² (Coefficient of Determination)
0.85
Daily Rate of Change (β)
+0.071%
Data Points Analyzed
180
Components Weighted
6
This is an illustrative, model-generated scenario based on stated assumptions — not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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