What would you like us to do with the funds you've selected
Portfolio: 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.
Watchlist: 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
Funds Basket: 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.
How much can I invest in an ISA? There are maximum limits on how much investors may subscribe to ISA-qualified vehicles in any one tax year.
After the 2009 budget on 22nd April, the overall limits are now as follows:
Those born on or before 5th April 1960 can now save up to £10,200. This can be invested in a stocks and shares ISA with one provider or up to £5,100 can be saved in a cash ISA with the remainder being saved in a stocks and shares ISA.
Those born after 5th April 1960 can now save up to £7,200. This can be invested in a stocks and shares ISA with one provider or up to £3,600 can be saved in a cash ISA with the remainder being saved in a stocks and shares ISA.
After 6th April 2010 the increased limits of £10,200 (with a maximum of £5,100 being saved as cash) will apply to all ISA investors.
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