FundMonitors.com is provided by Australian Fund Monitors Pty Ltd, A.C.N. 122 226 724, AFSL 324476.
The primary users of FundMonitors.com are self-directed investors and financial advisors.
FundMonitors.com does not allow advertising. The website does not make recommendations, and the description of the fund or its performance is designed to be objective and based on verifiable data and facts. FundMonitors.com is an information source, and does not contain advice.
FundMonitors.com provides one page FACT Sheets on over 650 funds, with performance charts, key performance metrics, and information on the fund manager and the fund's investment strategy. The website is designed to allow users to compare and research each of the funds using a standard template. Providing the user has registered and accepted the terms and conditions, there is no cost for access to the FACT sheets. Registered users also have access to the new and information pages, including fund managers' monthly reports, video interviews and Insights articles.
While FundMonitors.com provides access to FACT sheets and news information to investors and their advisors at no cost, users can subscribe for more detailed information, and a range of analytical tools such as Advanced Analytics, Charting, Portfolios, or Custom Reports.
There is no cost for a fund manager to have their fund's Profile and details listed on the website, provided we can be satisfied regarding aspects such as their Australian Financial Services Licence (AFSL) status, and the accuracy and ongoing provision of performance data and other information. We gather this information either directly from the fund manager themselves, from their website, or from other reliable and verifiable sources. Provided we can verify the information, and it is publicly available, we will include information on any fund that meets our quality, compliance and selection criteria.
However, although we list any qualifying fund at no cost, if a fund manager wants to ensure their fund's full details can be viewed by ALL users, and it meets the above standards, then they can elect to pay an annual subscription to do so. This subscription can enable the manager to include insights articles to assist them to raise their profile on the FundMonitors.com website.
FACTORS RESEARCH and RATINGS
FundMonitors.com also produce "FACTORS" Research Reports, which contain detailed analysis and information gathered during extensive interviews and analysis on those funds which meet what we perceive to be acceptable, risk-adjusted returns and sound business structures.
Frequently what seems "normal" on the surface transpires to be less so when the lid is lifted and the pot stirred. Although we focus strongly on hard facts and figures, at the end of the day experience and intuition come into play when we ask ourselves the question "does this manager consider managing other people's money an opportunity, or a responsibility?"
Following the fact gathering and analysis process, a quantitatively based score is assigned to each of four major categories (Management Company and People, Investment Strategy, Operations and Risk Management, and Fees, Terms and Conditions), following which an overall investment score is allocated.
FACTORS Research Reports are designed for use by AFSL holders such as financial advisors, and Wholesale Investors. They may be commissioned and paid for by the fund manager concerned, or by specific investors or advisor groups.
Hence our business model is best described as "Beneficiary Pays".