Peer Group Benchmarks
Access quality-controlled peer group benchmark data to drive investment performance and strategy.
MEETING YOUR NEEDS
Benchmark data you can rely on
Whether you are a fund distributor, platform provider or third party data vendor, having a deep understanding of sector trends is critical to delivering competitive returns and making informed, strategic decisions.
Our peer group benchmarks provide sector-specific data, empowering you to make smart allocation choices, conduct precise fund and portfolio evaluations, and drive performance in rapidly changing markets.
FE fundinfo data is trusted by some of the world’s leading fund distributors as their primary source of key fund information, ensuring business continuity and security with supporting robust systems, stringent automated validation processes and dedicated QMS teams to ensure ongoing data integrity.
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Relevant, local market data
FE fundinfo’s robust classification system groups funds by applying a tailored sector to each, forming peer groups that enable accurate, like-for-like comparison. Each sector is created to reflect the asset classes and geographic nuances relevant to local markets, ensuring meaningful insights and comparability for investors.
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Australian coverage
Our peer group benchmarks cover Australian managed investments, investment bonds, retirement income and superannuation and include performance data on absolute and relative performance, as well as absolute and quartile ranking.
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Rigorous classification method
Our method meticulously defines criteria for each sector, allowing only funds that fully meet the standards to be included. Using comprehensive data from fund groups and regulatory documents, we update sector classifications to reflect changes in the fund landscape. This dynamic approach means funds are accurately classified, with sector sets regularly reviewed and updated to ensure relevance and alignment with evolving market conditions.
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Seamless Data Exchange
We facilitate the seamless exchange of data into your own systems so that your teams can easily access and leverage it anywhere, any time. We also pioneered a global standard (‘openfunds’) together with leading financial institutions to establish a common industry standard and facilitate the seamless exchange of data.
Peer Group Benchmark Universe
Our benchmark sector splits include
- Mixed Asset - Cautious: 0% - 20% Growth Split
- Mixed Asset - Moderate: 21% - 40% Growth Split
- Mixed Asset - Balanced: 41% - 60% Growth Split
- Mixed Asset - Growth: 61% - 80% Growth Split
- Mixed Asset - Aggressive: 81% - 100% Growth Split
- Mixed Asset - Flexible: Flexible Growth Split
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Performance data includes
- Absolute performance
- Relative performance
- Absolute ranking
- Quartile ranking
KEY FEATURES
Peer Group Benchmarks
Our benchmark data feeds provide insightful sector analysis.
Like-for-like comparison
Our peer groups consist of funds that invest in the same or similar classification or sector, follow similar investment strategies, or target similar market segments.
This allows for focused and standardised investment performance comparison against a more relevant set of competitors with similar strategies.
Risk and return characteristics
Our peer group benchmarks help evaluate the risk-adjusted return of a portfolio to determine the competitive positioning in relation to other funds within the same peer group.
Manager evaluation
For actively managed funds, our peer group benchmarks help evaluate the fund manager’s effectiveness and to compare performance in relation to peers with similar strategies.
Investor decision-making
Our peer group benchmarks provide transparency for investors and support investment decision-making by enabling them to assess whether a specific investment is keeping up with its peers in terms of risk and return.
WHAT OUR CLIENTS SAY
How clients are easily accessing and integrating quality-controlled fund data
We loved the opportunity to combine FE fundinfo’s data with our own fund holdings and ETF data to offer our clients a choice of data providers when performing fund or manager research, or building and managing a client portfolio.
Greg King
Senior Director for Wealth Management Strategy, Factset
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