What would you like
to understand?

This is a preview of the starting screen. Live fund data and analysis tools are not connected yet.

Three different dimensions
of behaviour.

The Observatory examines monthly returns within a risk peer band. No manager-selected benchmark enters the score.

Relative Return

How an investment has performed against comparable funds over three and five years.

Downside Resilience

How far it falls behind its peers in shortfall months, with greater weight given to severe shortfalls.

Diversification

How independently it moves from its peers. Different is not automatically better, so the signals are read together.

Published costs are shown separately from the score. The framework supports a decision; it does not make it for you.