Fund vs. Benchmark (FvBM) Database
Judging Fund Performance by Examining Benchmark Returns

What is a good actively managed unit trust or investment-linked policy? The answer is simple – one that consistently outperforms its benchmark index. This database will allow you to compare the performance of unit trusts, which have a track record of at least ten years, with that of their underlying benchmark index. Used in conjunction with the New Light Outperformance Score it will demonstrate to your clients that you have exercised competence and professionalism in choosing unit trusts and investment-linked policies for them.

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