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Morningstar Data
Overview
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Performance Data License
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.
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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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