The enhancements in this release are part of our commitment to constant innovation through member feedback and ongoing development, all designed to support your long-term investment success.
ETF and LIC Enhancements
We are excited to announce the latest release of ETF and LIC additions in Stock Doctor. These enhancements provide deeper insights into Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) through improved categorisation and new functionality across multiple Stock Doctor tools, making it easier to compare, filter, and track investments.
Key Features:
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ETF/LIC Categorisation:
- We’ve added classifications that improve your ability to understand and compare ETFs and LICs:
- ETF/LIC Category: Focuses on the specific investment strategy of each fund.
- ETF/LIC Category Group: Groups similar ETFs and LICs for broader comparisons.
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ETF/LIC Management Style: Specifies whether the fund is actively or passively managed.
- We’ve added classifications that improve your ability to understand and compare ETFs and LICs:
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Enhanced Peer Comparison Table on 9 Golden Rules screen:
- You can now view a detailed peer comparison for ETFs and LICs, including up to 9 peers. The table includes:
- ETF/LIC: Displays the company code and name.
- Type: Differentiates between ETF or LIC.
- Category: Specifies the fund's investment category.
- Management Style: Indicates whether the fund is actively or passively managed.
- Other relevant financial metrics (e.g., Dividend Yield, Return over 1, 3, and 5 years, Price to Net Tangible Assets).
- You can now view a detailed peer comparison for ETFs and LICs, including up to 9 peers. The table includes:
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Integration into Stock Filter and Watchlist:
- The new fields (ETF/LIC Category, Category Group, Management Style) are available in Stock Filter and Watchlist, allowing you to refine your searches and monitor investments based on specific attributes.
New Stock Filter Criteria:
New Watchlist Criteria:
- A new ETF/LIC Watchlist View has been added, providing you with a tailored view of key metrics like Market Capitalisation, Price to NTA, and Returns.
- The new fields (ETF/LIC Category, Category Group, Management Style) are available in Stock Filter and Watchlist, allowing you to refine your searches and monitor investments based on specific attributes.
Benefits:
- More Detailed Comparisons: The enhanced peer table allows you to directly compare ETFs and LICs using a wide range of relevant attributes, streamlining your decision-making process.
- Customised Filtering: With new categorisation fields available in the Stock Filter and Watchlist tools, you can quickly narrow down your investment universe based on the attributes that matter most to you.
- Improved Insights: The detailed breakdown of ETF and LIC management styles and categories helps you make better-informed investment decisions.
Log in to Stock Doctor to explore these new features