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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.
Do you own an Asia Pacific ex Japan fund that isn't run by Aberdeen or First State?
The tax relief offered on VCTs is often cited as their main advantage but, alone, this is not enough to recommend the trusts to investors. It is important to note that even if there were no tax concessions most VCTs are potentially rewarding investments in themselves, as these other benefits show:
Several VCTs have already achieved a total return of investors' original investment after tax relief. This could mean that investors will have a substantial part of their initial investment returned to them within five years.
Due to the considerable amount of work that has to be put into each investment decision, VCT managers have made higher annual management charges than conventional investment trusts. All trusts so far have kept their charges at reasonable levels, but some may also charge annual performance fees if they exceed their targets. This means that managers have a strong incentive to optimise the risk/reward relationship.
Smaller Companies Outlook
Over the longer term smaller companies have tended to outperform larger companies. This is because they are more flexible and can respond to growth opportunities more nimbly. They can readily exploit niche developments under the radar and, once pinged, put themselves in the way of being bought up at premium prices by larger, institutional corporations. It is important to remember that stakes in smaller companies can be undervalued - or nor valued at all - for long periods.
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