Funds Benchmark

Professional grade fund research, in your pocket. Search and screen global funds, break down what drives performance by holding, sector and country side by side.

Stop reading factsheets. Start seeing what actually drives the funds you hold.

Funds Benchmark gives you the depth of an institutional research terminal in a mobile app. Search 180,000+ funds, line them up side by side, and understand, in plain language, what's behind every move in performance. Built for wealth managers, portfolio managers, and serious private investors who want more than a star rating.

KEY FEATURES

• Fund Finder. Search 180,000+ funds by name, ISIN, IA sector, or asset class. Sort by 1-week, 1-month, or 1-year returns and find what's working now.

• Side-by-Side Comparison. Line up to 5 funds at once: performance, risk metrics, sector exposure, top holdings, and an AI breakdown of what actually makes each one different, not just which has the bigger number.

• AI Forecast. Every fund gets Bear, Base, and Bull scenarios over 12 months, with the reasoning behind each one tied to the fund's real holdings. A structured second opinion in seconds, not a buy signal.

• Macro Event Pins. Rate decisions, inflation prints, and geopolitical shocks, pinned onto each fund's price chart, with a plain-English note on why that event matters for that specific fund.

• Holding-Level News. Live news on the companies actually held inside the fund: earnings, upgrades, downgrades, regulatory shifts. See the headlines moving your fund from the inside.

• Deep Drill-Downs. Tap any country, sector, or top holding to see exactly what you own beneath the label, and where two "similar" funds quietly diverge.

• Watchlist. Track your funds with live performance charts. Swipe through individual positions or view them combined.

WHY FUNDS BENCHMARK

Most fund tools stop at the headline return. Funds Benchmark shows you the holdings, the macro context, and the scenarios, so you can form your own view, faster. The research process of an analyst, structured into an interface you can use on the train. Start free. Upgrade for AI Forecast, unlimited comparisons, and full drill-downs.

Funds Benchmark is a research platform, not a financial adviser. Nothing in the app is investment advice or a recommendation to buy or sell any fund. AI Forecast scenarios are illustrative and model-generated, not predictions of actual returns. Past performance is not a guide to future results. Capital is at risk.