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.
If there is a yes vote in the upcoming Scottish referendum, will you look to move cash out of investments with exposure to Scotland?
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.
Smith & Williamson Fixed Interest fund becomes a second quartile performer
07:00 AM | 01-Nov-2013
Smith & Williamson European Growth fund becomes a second quartile performer
07:00 AM | 01-Oct-2013
Smith & Williamson Far Eastern Income and Growth fund becomes a second quartile performer
02:30 PM | 17-Sep-2013
Smith & Williamson Fixed Interest fund no longer a second quartile performer
07:00 AM | 02-Sep-2013
Smith & Williamson Fixed Interest fund continues to witness extensive changes in its top ten holdings
11:02 AM | 30-Aug-2013
13:00 | Monday, January 20, 2014