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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.
Following their poor performance this year, are you going to increase your exposure to small cap funds in 2015?
Ethical investment combines the social or environmental considerations of the investor with their financial objectives. It can be found throughout the industry, in the form of Unit Trusts, Investment Trusts, pensions and savings schemes, and is growing at an impressive rate. Traditional ethical funds are involved with a positive and negative selection process, where money is invested in companies that make a positive contribution to the world and withheld from companies that do not. This strict screening method has perhaps fuelled the idea that ethical funds have been unable to compete with their unconstrained counterparts in terms of performance, but it is not true to say that following your conscience will mean poor performance and ultimately poor returns on your investment.
The first ethical fund was launched in 1984 and there are now around 100 retail ethical funds in the UK. Further interest in the sector can be seen in the Ethical Investment Research Service (EIRIS) figures, which state that the ethical funds industry totalled £9 billion in 2008, up from £1.5bn in 1998.
The Government has started to pay serious attention to the ethical issue, as displayed in its involvement in the UN’s 2009 Climate Change Conference in Copenhagen. It also demonstrated a growing interest in ethical funds when it enacted a law requiring pension funds to disclose whether or not they incorporate any social, environmental or ethical assessments into their funds' investment strategies in July 2000.
The developments in the ethical sector suggests that we are changing the way in which we make our investment decisions, thinking more about our influence as shareholders.
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13:00 | Monday, January 20, 2014
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