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.
Would you be concerned if a manager of a fund you owned took charge of another portfolio as well?
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CAT stands for charges, access and terms. The CAT standard is a voluntary Government-formulated code of practice that some providers have applied to their products. CAT standard ISAs had to set all charges below a defined ceiling, offer easy access to the savings and have terms and conditions that are easy and straightforward. CAT product providers agree to adhere to these standards for the long-term. A CAT standard product is neither approved nor has its performance guaranteed by the government. Note: Since April 2005, the CAT classification has largely been discontinued for the purposes of marketing ISAs, with providers having concluded that the branding has nothing to encourage people to save into the product. Investors who either hold, or are contemplating investment in one of the few remaining CAT products, should make enquiries with the provider, or their intermediary, if there are questions about how.
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