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Indices & Benchmarks | Lipper Fund Data

Fund Indices

Fund index data covering performance and constituent context for fund comparison and benchmark analysis.

  1. Key facts
  2. Overview
  3. Description
  4. Access
  5. All categories
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Key facts for Fund Indices

Coverage metric

Geography:
North America, Asia / Pacific, EMEA, Latin America and the Caribbean
History:
From 1980
Coverage count:
Asset Classes - 26500 Indices

Delivery metadata

Data Frequency
Daily
Language
English
Delivery methods:
Excel, Deployed/Onsite Servers, API, Web Service, Cloud, Desktop, FTP, Bulk, Website
Data formats:
PDF, GZIP, XML, JSON, CSV, Text, Python, HTML, Bitmap, MPEG, User Interface, PCAP
Minimum service frequency
Daily

Overview of Fund Indices

BUILT FOR PERFORMANCE BENCHMARKING

Historical Indexes for Fund Benchmarking

  1. Historical index series support long-term performance evaluation.
  2. Standardised benchmarks enable consistent fund comparisons.
  3. Built for fund analysis, benchmarking and market monitoring.
COMPARE FUNDS WITH CONTEXT

Benchmark Fund Performance With Context

  1. Compare active and passive strategies against fund benchmarks.
  2. Evaluate relative performance across regions and asset classes.
  3. Support research and peer-group analysis with trusted measures.
FUND BENCHMARK INDEX SERIES

Fund Benchmark Indices for Analysis

  1. Fund indices measuring performance across mutual fund universes globally.
  2. Index levels, returns and performance measures across fund categories.
  3. Coverage includes 26,500+ indices supporting fund comparison and analysis.

Description of the dataset

  • As part of our Lipper fund data capabilities, LSEG delivers fund index benchmarks that measure the performance of groups of mutual funds and pooled investment vehicles. We support comparison across regions, asset classes and investment styles using standardized fund universe construction.
  • Our fund index content provides index levels, return measures and performance metrics derived from underlying Lipper fund universes. We enable portfolio benchmarking, relative return analysis and monitoring of fund industry trends through consistent historical time series.
  • LSEG structures these indices for investment research, product development and peer-group analytics. We help clients compare active and passive strategies against recognized Lipper-based benchmarks across fund categories and markets.

Accessing the dataset

This dataset can be used by the following products. Talk to us to learn more about different packages and offerings.

Wealth LSEG Data Platform
Wealth LSEG Data Platform provides a single access layer to LSEG and third-party data for wealth management workflows. It supports cloud-enabled data access, distribution and application development, enabling users to consume data and analytics through flexible delivery options and platform services.

All categories

Full list of all categories