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.
At what age do you expect to be able to retire/were able to retire?
Frequently Asked Questions
How do I invest?
While shares in many Offshore funds are available by direct application to the managers, the decision to invest in them is likely to be made within the context of broader financial planning. This, plus the desirability of expert guidance, makes an approach through an appropriate financial adviser highly to be recommended.
What happens then?
Sit back. Your chosen investment vehicle will tell you, through its prospectus and subsequent communications, what your options are. Your own planning, along with the recommendations of your financial adviser, will help to determine if and when it's time to make any further move.
How do I monitor performance?
One of the conditions of FSA recognition is that the share value of your investment must be published via an accessible organ of record. Since you are looking at FE Trustnet, you are already connected to our extensive and constantly updated database. There are also plenty of paper-based financial publications available; one that covers this area with clarity and depth is the magazine International Investment.
Can I change from one fund to another?
This depends on the constitution of your particular fund, and it's important to understand what your options are from the outset. Most major management groups recognise the need to switch between lower and higher performance, with lesser or greater volatility, according to the investor's evolving station in life and attitude to risk. As a result, a common structure is the 'Umbrella' fund, within which there will be established a number of sub-funds covering a range of asset classes and geographical areas. The ability to switch between these sub-funds is usually restricted to a limited number of changes per year, but free of charge.
How do I sell?
As with investments in traditional UK Unit Trusts and OEICs, there is no publicly-traded market in the shares in these instruments. They have to be sold back to the managers who issued them and who, for the sake of clarity, are obliged to take them at their published prices.
How will I be taxed?
Please see the section Tax Matters, in this guide.
What happens if something goes wrong?
As in all such matters, prevention is better than cure, and it's important to be well researched and advised from the outset. There are legal safeguards to protect your investment, and official regulatory bodies to enforce them - the fund literature should make clear what and who these are. Recourse in the first instance, though, is probably best sought through the intermediary or provider who set up the investment.
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