What would you like us to do with the funds you've selected
Portfolio: This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts & OEICs,IMA Unit Trusts & OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.
Watchlist: You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts
Funds Basket: This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.
Would you be concerned if a manager of a fund you owned took charge of another portfolio as well?
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By Alex Paget | 14:30 | 21-May-2013
12:15 | 21-May-2013
11:00 | 21-May-2013
More headlines
20 May, 2013 at 14:15
The manager of the CF Miton Special Situations Portfolio thinks investors expecting an all-out bull market are likely to be disappointed.
20 May, 2013 at 08:00
FE Trustnet asks The Share Centre’s Helal Miah to highlight five large cap stocks that still represent good value for investors.
By Joshua Ausden on 19 May, 2013 at 16:30
In the last article of FE Trustnet Weekend’s European special, we look at some lesser-known funds that score highly across FE’s performance ratings.
More stories:
17:45 | 20-May-2013
16:30 | 20-May-2013
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What is fundswire?
Fundswire lets you to keep track of the funds, managers and groups you’re interested in.
For funds you follow via Fundswire we’ll alert you to any significant developments, whether changes in performance or risk characteristics, a new rating or award, or a change of fund manager.
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