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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.
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What is meant by multi-manager?
Marketed as an investment one-stop shop, multi-manager funds first came to light in the 1980s but became more prominent as an investment model in the 1990s.
The funds are designed to make an investor’s life easier by bringing together a range of specialist managers into a single fund.
There are two types of multi-manager funds: those that invest in a range of other funds controlled by different asset managers, which are called funds of funds (FoF), and those which appoint external managers with specific expertise to invest separate tranches of the provider's portfolio; these are called manager of managers (MoM) funds.
The aim of these funds is to add an extra layer of diversification either through holding funds that have already gone through a process of diversification themselves, or by segmenting a portfolio and outsourcing its management to individuals who have been identified as having proven experience in a particular area.
Until recently there were very few opportunities for individual investors to invest in manager of managers in the UK. Today there is a small number of true MoM fund offerings available to UK investors, and a large and ever growing number of FoF offerings.
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13:00 | Monday, January 20, 2014