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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.
Do you own an Asia Pacific ex Japan fund that isn't run by Aberdeen or First State?
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By Thomas McMahon | 15:00 | 25-May-2013
12:00 | 25-May-2013
07:00 | 25-May-2013
More headlines
23 May, 2013 at 13:45
In the first of a new series, we highlight the £1bn-plus funds that have fallen short of their sector and benchmark in the short-, medium- and long-term.
23 May, 2013 at 08:00
Data from FE Analytics shows that genuinely active funds outperform the FTSE All Share and passive funds over the longer-term.
By Joshua Ausden on 22 May, 2013 at 17:30
Cazenove’s Robin McDonald says he is sticking by FE Alpha Manager Philip Gibbs’ Jupiter Absolute Return fund, even though it’s had a miserable three years in total return terms.
More stories:
13:00 | 24-May-2013
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