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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.
What is the best asset class to protect investors from equity risk?
What is fundswire?
Fundswire lets you to keep track of the funds, managers and groups you’re interested in.
For funds you follow via Fundswire we’ll alert you to any significant developments, whether changes in performance or risk characteristics, a new rating or award, or a change of fund manager.
City Financial Multi Asset Diversified fund no longer a second quartile performer
07:00 AM | 03-Nov-2014
New units launched under City Financial Defensive Global Bond fund
07:20 AM | 25-Nov-2013
New units launched under City Financial Multi Asset Growth fund
12:28 PM | 18-Nov-2013
New units launched under City Financial Multi Asset Diversified fund
12:26 PM | 18-Nov-2013
New units launched under City Financial Multi Asset Balanced fund
04:17 PM | 01-Oct-2013
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13:00 | Monday, January 20, 2014
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