Morningstar rated yours in 2019. We rate it this month. Every fund on the UK market, by category, against the best in type today, with fees included.
Add your funds in 90 seconds. We watch them every month and email you the day one starts to slip.
Type a five-star fund. See whether it's still earning the rating.
of UK adults received no regulated financial advice last year.
lifetime wealth difference between strong and weak fund choices.
of active UK funds underperformed their benchmark over 10 years.
PRICING
FREE FUND HEALTH CHECK
Free
premium
£10
That's £120/year. Less than a financial adviser charges per hour.
HOW we watch
01
Every fund you own, continuously monitored against all funds in the market.
02
When a fund starts to underperform, we highlight stronger alternatives.
03
Every fund on the UK market, independently rated.
BUILT FROM THE INSIDE
"I managed other people's money for 17 years. Now I rate them."
We combine decades of investment experience with data-driven analysis to help you invest with clarity and confidence.
17 years inside Swedbank Robur. Lipper Award. Founder, PowerFunds.
Youkeep the Free Fund Health Check. The Personalised Watchdog Report stops whenyour PowerFunds Premium subscription ends. The general Watchdog Report keepscoming if you want it. No questions, no retention sequence designed to talk youout of it.
No, PowerFunds is not a financial adviser. PowerFunds is an independent research and monitoring platform. We don't give personal investment recommendations or take custody of your money. Investments can fall as well as rise.
Almost every fund on the UK and Swedish retail markets is rated by PowerFunds. If your fund isn't listed, try the exact fund name, share class, or SEDOL/ISIN. If it still doesn't match, message us with the platform, full fund name, and identifier. It's either institutional, recently launched, or needs adding.
PowerFunds serves the UK and Swedish fund markets, tailored to each. The interface and the Watchdog Report are available in English and Swedish.
No. PowerFunds never asks for your broker login or bank credentials. You add fund names manually, or paste a list. We never connect to your platform. We rate the funds. You decide what to do with the rating.
PowerFunds' methodology measures four things, in order: which fund categories are strongest, which funds are strongest within each category, whether active managers are beating the cheapest passive equivalent after fees, and whether any of these is deteriorating month over month. Each fund receives a rating based on these factors, over 3- and 5-year horizons.
Every month. PowerFunds scores every fund on the UK and Swedish markets monthly: which categories are strongest, which funds within them, and whether active managers are beating the cheapest passive after fees. If a fund slips, the next monthly cycle catches it. We don't promise real-time alerts on market events.
Yes. PowerFunds rates funds inside SIPPs, ISAs, workplace pensions, and general investment accounts. If you can identify the underlying funds, we rate them whatever account holds them. Workplace pension default funds, SIPP holdings, ISA funds, and general account investments are all in scope, provided they sit within the retail fund universe.
PowerFunds is an independent alternative toMorningstar and platform fund lists. Morningstar rates funds within their owncategories but doesn't rate categories against each other, and doesn't combinecategory strength with active-vs-passive after fees. They don't monitor forunderperformance, don't flag better alternatives. PowerFundsprovidesindependent fund rankings that combine asset class strength (such as UK equity,US equity or small-cap funds) with how well each fund performs versuscomparable passive index funds with the same investment focus, after fees.PowerFunds also continuously monitors your funds and alerts you when they mayneed reviewing
Yes. PowerFunds has a free tier. The FreeFund Health Check rates every fund you hold against the best in the market, nocard required. PowerFunds Premium is £10 per month and adds ongoing monitoring:every fund you own watched every month, alerts when one slips, browse allcategories for top-rated funds, and a personalised Watchdog Report coveringyour watchlist. The general Watchdog Report, Anders's market read with nopersonalised section, is free for anyone to subscribe to.
