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Morningstar Direct vs Roundtable: Which is best for you?
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Features
- It is the number one source for Fund data and possibility to calculate relative performances, rankings and more compared to peers; great for building peer groups, finding funds, building and testing Portfolios.
- It does not provide a data output via the Excel plug in for cum fair NAV total return for a 10 year period, which significantly hampers our work as this is a crucial metric when working with UK closed ended investment funds.
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