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.
What proportion of your ISA is made up of direct stock positions?
By Joshua Ausden | 13:00 | 25-Jul-2014
11:00 | 25-Jul-2014
08:00 | 25-Jul-2014
By Joshua Ausden on 11 Jun, 2014 at 14:15
Some investors are questioning the need for absolute return vehicles given the accelerating economic recovery, but the FE Alpha rated Manager thinks expectations are unrealistic.
09 Jun, 2014 at 12:15
As well as focusing on cumulative performance, investors need to focus on how absolute return funds have performed when they’ve needed them the most.
06 Jun, 2014 at 18:00
Experts suggest that having maximum flexibility is the key to making money in fixed interest, but IMA Strategic Bond isn’t the only sector investors should be looking at.
16:30 | 24-Jul-2014
15:30 | 24-Jul-2014
Jupiter: 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
The ideal funds to sit alongside CF Woodford Equity Income
The funds Mark Dampier holds in his pension portfolio
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.
13:00 | Monday, January 20, 2014