Hi,
Does anyone know how can one access the daily return data of all funds? I know one can buy from bloomberg, is there any free source? Asking For actively managing ones pension pot, in say, scottish widows, as they have do many funds. But also not just Scottish widows, but other pension providers too.
Thanks
Serving the Quantitative Finance Community
Re: Funds data
I put it to MS Copilot (available in MS Edge):
>> How can one find out the daily returns of mutual funds in the UK?
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To explore the **daily returns of mutual funds in the UK**, you can follow these steps:
1. **Morningstar**: Visit the [Morningstar UK website](https://www.morningstar.co.uk/uk/tools/ ... rview.aspx) to access comprehensive data on fund performance. You'll find total returns for various fund categories, including **3-month**, **YTD**, **1-year**, **3-year**, and **5-year returns**. The figures are presented in British Sterling (GBP)¹.
2. **FT.com**: Another resource is [FT.com](https://markets.ft.com/data/funds/uk), where you can explore fund performance, risk, ratings, assets, and holdings. The data is calculated in USD, with dividends reinvested on ex-dividend dates².
3. **Morningstar Research**: For specific fund details, charts, and news, you can use the [Morningstar Fund Explorer](https://www.morningstar.co.uk/uk/funds/default.aspx). It provides unit trust, OEIC, and fund prices, along with research tools to help you make informed investment decisions³.
Remember to research thoroughly and consider your investment goals and risk tolerance when evaluating mutual funds.
Source: Conversation with Bing, 2/10/2024
(1) Fund Category Performance: Total Returns - Morningstar. https://www.morningstar.co.uk/uk/tools/ ... rview.aspx.
(2) Fund Data - performance, risk, ratings, assets and holdings - FT.com. https://markets.ft.com/data/funds/uk.
(3) Unit Trust, OEIC and fund prices, data and tools | Morningstar. https://www.morningstar.co.uk/uk/funds/default.aspx.
>> How can one find out the daily returns of mutual funds in the UK?
---------------------------------------------------------------------------------------------------------------------------------------------------
To explore the **daily returns of mutual funds in the UK**, you can follow these steps:
1. **Morningstar**: Visit the [Morningstar UK website](https://www.morningstar.co.uk/uk/tools/ ... rview.aspx) to access comprehensive data on fund performance. You'll find total returns for various fund categories, including **3-month**, **YTD**, **1-year**, **3-year**, and **5-year returns**. The figures are presented in British Sterling (GBP)¹.
2. **FT.com**: Another resource is [FT.com](https://markets.ft.com/data/funds/uk), where you can explore fund performance, risk, ratings, assets, and holdings. The data is calculated in USD, with dividends reinvested on ex-dividend dates².
3. **Morningstar Research**: For specific fund details, charts, and news, you can use the [Morningstar Fund Explorer](https://www.morningstar.co.uk/uk/funds/default.aspx). It provides unit trust, OEIC, and fund prices, along with research tools to help you make informed investment decisions³.
Remember to research thoroughly and consider your investment goals and risk tolerance when evaluating mutual funds.
Source: Conversation with Bing, 2/10/2024
(1) Fund Category Performance: Total Returns - Morningstar. https://www.morningstar.co.uk/uk/tools/ ... rview.aspx.
(2) Fund Data - performance, risk, ratings, assets and holdings - FT.com. https://markets.ft.com/data/funds/uk.
(3) Unit Trust, OEIC and fund prices, data and tools | Morningstar. https://www.morningstar.co.uk/uk/funds/default.aspx.