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.
Do you own an Asia Pacific ex Japan fund that isn't run by Aberdeen or First State?
What are the benefits of investing in an Investment Trust?
By pooling money together with other investors, individuals can reduce costs and increase their investment opportunities.
The risk is spread because individuals are investing in a diverse range of shares.
Investors can leave the day-to-day responsibility for managing their investments to a professional manager whose objective is to invest the pool of money effectively.
The investment manager has access to professional resources and so to more information about investment opportunities than most individual investors. This is particularly important in overseas regions, or emerging markets like China or Brazil, or specialist sectors, like minerals, oils or telecoms, media and technology.
When an investment trust sells shares it is not taxed on any capital gains it has made. By contrast, private investors are subject to capital gains tax when they sell shares in their own portfolio.
All of these reasons explain why investment trusts promise an efficient way to invest in the market. There is a long and interesting history linked to investment trusts, and they have helped investors take part in some of the most exciting developments in industry and commerce. You should remember, though, that because of the movements in the share price and in exchange rates, investors may not make a profit, or even get back their original investment.
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