For UK investors

UK fund research,
made denser.

Active share visualisation, holdings overlap analysis, portfolio tracking with concentration warnings — all in a single dense workspace. Free, no signup.

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Free No signup No tracking UK data

Fund	1Y ▼	3Y	5Y
Lindsell Train UK Equity UK All Companies	+15.2%	+21.1%	+40.4%
Fundsmith Equity I Acc Global	+11.8%	+35.4%	+67.2%
Vanguard FTSE Global All Cap Global	+8.9%	+25.2%	+59.4%
BlackRock UK Smaller Cos UK Smaller	−2.1%	−9.1%	+10.8%

What makes it specific

Three things you can't easily do elsewhere

Most fund tools show you performance and fees. FundMonkey surfaces what those numbers hide — how active your funds actually are, what they really hold, and where you're accidentally concentrated.

Active Share, visualised

Every fund shows a VU meter of how much its holdings differ from the sector benchmark. A "managed" fund with 20% active share is basically a closet tracker — and you can see it instantly.

Example: A UK fund charging 0.9% p.a. with 22% active share means you're paying ~4x tracker fees for basically the same portfolio.

Head-to-head comparison

Compare two cohorts — say, funds returning >5% vs those returning >25% — and see how their sector allocations differ. Reveals what's actually driving the outperformance.

Insight: Top-quartile UK funds are overweight financials and consumer staples. Not the growth story you'd expect.

Portfolio tracking with insights

Track a set of funds. FundMonkey snapshots their performance weekly and surfaces concentration warnings, holdings duplication between funds, and diversification metrics.

Example: Two of your funds both have Diageo as a top holding — effective exposure of 6.4%. You didn't set out to bet on Diageo, but you did.

Transparent methodology

Every number is explained.

No black-box scoring, no proprietary rankings. Active share is calculated from real holdings against sector peers. Aggregate holdings across your portfolio are computed on the fly, equal-weighted, with the exact formula shown.

If a metric doesn't have enough data, we say so — rather than pretending. Your data lives in your browser's local storage. Nothing is sent anywhere else.

Read the full methodology

Data source Official price data and fund fact sheets, refreshed weekly.

Coverage UK unit trusts, OEICs, and UK-listed ETFs across all major IA sectors.

Active share Computed vs sector-peer average holdings. Formula shown per fund.

Your data Watchlist and preferences stored in your browser only. Nothing uploaded.

Cost Free. No account, no ads, no tracking.

UK fund research, made denser.