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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What is a Fund Supermarket? A fund supermarket is typically a web site or brokerage firm which aims to provide an alternative, more convenient way of investing in collective investment funds. The 'supermarket' term reflects the way in which they operate; a variety of funds can be purchased from a number of different management groups in one online place. Similar to real life supermarkets, the online counterparts have different goods on offer with services, size and cost varying greatly.
Fund supermarkets were pioneered in America and first introduced to the UK investor at the end of 1999. Among the first to appear were Fidelity’s FundsNetwork and Prudential’s Egg, both in 2000. Since then the choice of supermarkets has become considerably larger, although there have also been other changes, such as Egg being acquired from Prudential by Citigroup in 2007.
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