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Fund Manager / Managed Fund requests
Please post your requests for fund managers you'd like me to implement, and/or any particular funds you'd like to see added first.
Fund managers I already have data for:
- Colonial First State - Managed Investment Funds
- Colonial First State - FirstChoice Investments
- Colonial First State - FirstChoice Wholesale Investments
- NavraInvest
- Platinum Asset Management
- BT Investment Funds
- BT Investor Choice Funds
- BT Classic Investment Funds
- BT Wholesale managed funds
- Challenger
- Perpetual
- Ausbil
- Pengana (Emerging Companies and Property Securities funds only)
Fund managers I think I can get data for:
Fund managers I'm pretty sure I can't get data for (without paying a lot of $$$):
- Macquarie
- AMP
- Australian Unity
- Tyndall
- Portfolio Partners
- Barclays Global Investors
- Principal Global Investors
Other fund managers with problems
- Ganes Focused Value Fund - only publishes weekly data, which messes up my statistics
- Prime Value Funds - don't have complete history ... although they do have a note on their website saying you should contact them if you want information on the history (whether that means they have the data available or not I'm not sure).
- Selector - only transacts monthly, statistics wouldn't really work with monthly data
- Skandia - don't seem to have full history of unit prices available. Can't find distribution data
- DDH Graham - they don't seem to have accurate distribution data - some of the distribution information is missing, so the results are difficult to obtain accurately
- Fidelity - not sure if they are actually publishing full unit price data, but they don't provide full distribution data or ex-distribution unit prices anyway, so I can't do statistics for them
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Sim'
This is a general comment only and does not constitute advice. Before making financial decisions you should seek advice from a professional adviser, who can take into account your specific circumstances and investment goals.
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