| | | | The Performance Data License provides timely, comprehensive performance data for research, website postings, and shareholder communications. Apply extensive total returns and performance-based statistics to evaluate the effects of an investment manager’s decisions on overall portfolio performance. | | | | 
View key data points | |  | | | | | | Data universes available | |  | |  | Investment funds (unit trusts and OEICs) | |
| | Hedge funds | |
| | Life and pension funds | |
| | | | | Applications | | | | | Peer group analysis | |
| | Competitive research | |
| | Website price updates | |
| | Shareholder communications | |
| | Fact sheets | |
| | Wrap programs | |
| | | | | Additional license available | | | | | The Historical Performance license includes a full history of monthly and quarterly total returns for funds, Morningstar Categories, and Indexes, and 12 months of trailing Total Net Asset values. | |
| | | | | Delivery | | | | | Data is delivered between the sixth and tenth business day each month. | |
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| | | | Take Action | | |  | | | | | Learn More | | | | | |
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