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?
UK Equity Fund Objectives
The UK market features companies with many different characteristics. One popular way of categorising companies
(and funds) is into those aiming to provide capital growth and those seeking to generate a regular income.
Growth companies – These institutions typically fund their expansion by ploughing their profits back
into the business by opening new offices, building factories, developing new products and so on. The investment return that
these companies provide comes largely from changes in the share price, hence they seek to provide capital appreciation as
a means to attract investors.
Income generating companies – these types of companies typically opt to distribute most of their profits to
shareholders in the form of dividends. These higher yielding companies also aim to grow their dividends over time.
When investing in these companies, the return comes from two sources: changes in the share price plus dividends.
Higher yielding companies tend to be more mature and often operate in industries with highly predictable revenues, such
as utilities. These factors help them to pay high and rising dividends.
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