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I am a financial adviser
I am a discretionary fund manager / multimanager
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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,IA 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.
Following a volatile year, what are you planning to do with your equity exposure going into 2016?
The appeal of growth
Investors with a long-term time horizon and no need for regular income often opt for growth funds. Because these funds do
not have a yield target, they can invest more of their capital in areas of the market that pay lower dividends, such as
technology and smaller companies. This gives them the potential to deliver superior growth via share price appreciation.
Growth companies, on the other hand, may come from industries with less stable revenues or be at an earlier stage of their
The appeal of income
UK equity income funds aim to provide a yield in excess of that generated by the FTSE All-Share and most will also look to
grow their income, and the capital value of their investments, over time.
Their income generation characteristics give investors an attractive degree of flexibility, allowing them to:
Receive regular payments from the fund, which may be used to augment a pension, for example, or
Reinvest dividends in the fund to boost long-term returns.
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