Fund Performance Monitor

Key Features

Ideal if you don’t currently use the services of an Independent Financial Advisor. CSMA Club Approved Partner, Moneyspider will provide up to date reports of how your funds are performing with their fund performance monitor service.

• Free registration to an independent and impartial investment service
• An exclusive £25 cashback*
• Ideal if you don’t currently use the services of an Independent Financial Advisor
• Helps you keep track of your Unit Trusts, OEICs and related Stocks and Shares ISAs with a unique rating system
• Provides up to date reports of how your funds are performing, available online and updated daily.
• Buying a new fund or switching out of a poorly performing one is also easy. Moneyspider will arrange this for you and rebate 50% of any commission received from your Fund Manager, adding to your investment.

* The £25 cashback will become payable when Moneyspider receives confirmation from the fund managers that you are buying, switching or rating your funds through them. A cheque will be despatched in the following month.

1. Please note that Moneyspider is an information based service and does not provide investment advice.

FAQs

What type of investment funds do Moneyspider monitor?

Moneyspider monitor, rate and compare equity ISAs, Unit Trusts and OEICs (Open Ended Investment Companies). At present we do not monitor Investment Trusts, Insurance and Pension Funds, or Cash ISAs.

Who is behind Moneyspider?

Moneyspider is a totally independent investment research and information company for private investors. It is not tied to or part of any Fund Management Group. Its directors and staff have many years experience working in the investment industry.

Are Moneyspider regulated by the Financial Services Authority?

Moneyspider Limited is an appointed representative of Anthony, Bryant & Company (Investment Consultants) Limited which is authorised and regulated by the Financial Services Authority. Anthony, Bryant & Company (Investment Consultants) Limited, founded in 1975, are financial advisers to the Finnish, German, Luxembourg and Swiss Embassies and their institutions in Great Britain.

What will my report tell me?

Your Personal Fund Report will provide you with a current valuation for each fund you register. It will also give you a five year fund performance review; a comparison with the top five funds in the same sector; a list of the 10 best performing investment funds overall; and the unique Moneyspider Rating ®.

Will I be able to see past fund reports?

Yes, your monthly email reports will be stored in the members' area and can be viewed or printed off at any time.

How does the Moneyspider Rating® work?

The Moneyspider Rating® provides an independent assessment of the performance of each of your investment funds, measured against four key parameters. It compares them with similar funds in the same sector; with the 2000 or so other funds available to UK investors; with the FTSE 100 Index; and, crucially, with the option of keeping your savings in cash in a secure deposit account.

Although the Moneyspider Rating is generated from a highly sophisticated, computer-based performance analysis, it produces a simple and straightforward result; scoring each of your funds from A (a very high rating) to E (a distinctly poor rating).