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 be concerned if a manager of a fund you owned took charge of another portfolio as well?
Exchange Traded FundsHybrid of a share and a pooled index fund.Trades on a stock exchange like a single share throughout the day.Provides instant diversification like a fund by tracking an index.Performance of ETFs closely match the performance of the relevant underlying index.Clearing and settlement of ETFs is just like any other share.Dividends accumulate and are paid out at regular intervals.Management fees are deducted directly from the dividend yield.At present ETFs do not incur stamp duty.ETFs can only be bought and sold through any stockbroker.ETFs are simple low cost, diversified investments with no hidden charges.
Back to top of page
View all research»