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Copy Fund Tracker Just Released

If you want to create a low-fee portfolio that mimics a fund as closely as possible then the new “Copy Fund” tracker is for you. This tool constructs a portfolio using our list of cheap funds that matches the returns of the fund you specify (using a Yahoo Finance ticker) as closely as possible. It is the shape of the cumulative returns that are matched including falls as well as rises. You can specify a matching portfolio of up to five funds. For example if you want a cheaper alternative to Fundsmith global equity or Ruffer’s total return fund then this tool lets you try to match the returns of those funds.

You can find this Copy Fund Tracker under one of the tabs in the Market Monitor here

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