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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.
Do you think fund groups provide enough information on their factsheets about income and dividends?
By Gary Jackson | 12:00 | 19-Oct-2014
07:00 | 19-Oct-2014
14:00 | 18-Oct-2014
17 Oct, 2014 at 11:00
The FE Alpha Manager can understand why markets have sold off aggressively but says his portfolio is designed to reflect the concerns driving the correction.
16 Oct, 2014 at 08:00
A number of leading industry experts warn that the recent sell-off in equities should not be viewed as a buying opportunity, but as a precursor to even more volatility.
By Gary Jackson on 15 Oct, 2014 at 13:00
Research by FE Trustnet shows 80 per cent of IMA UK Equity Income fund factsheets don't offer full dividend histories, even though many asset management groups agree this is vital information for ...
15:00 | 17-Oct-2014
13:15 | 17-Oct-2014
John-Chatfeild-Roberts: Market views
Ian Mcveigh: A season for everything
Robert Siddles: US Prosperity supports case for small caps
Five income funds to protect you from the growing uncertainty
Four giant trusts that are still much cheaper than their fund-rivals
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.
Click here to register for free.
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13:00 | Monday, January 20, 2014
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