What would you like us to do with the funds you've selected
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.
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
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 ever use open-ended funds for property exposure?
By Jenna Voigt | 10:30 | 09-Mar-2014
07:00 | 09-Mar-2014
14:00 | 08-Mar-2014
07 Mar, 2014 at 11:15
It is now more than five years since the financial crisis struck, meaning investors who want to see how a fund protects capital in a crash would be better off looking at seven-year figures.
07 Mar, 2014 at 08:00
Charles Stanley Direct’s Stephen Peters says no trust comes close to matching Perpetual Income & Growth’s all-round performance since its launch in 1996.
By Thomas McMahon on 05 Mar, 2014 at 18:00
Smaller companies and AIM stocks have plenty of life left in them even after their recent surge, says FE Alpha Manager James Henderson.
15:30 | 07-Mar-2014
14:30 | 07-Mar-2014
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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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