To continue using this website, please tell us a little about yourself:
I am a financial adviser
I am a discretionary fund manager / multimanager
I am a financial paraplanner
I work in financial services
I am a private investor
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,IA 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.
How much of your portfolio is in passive funds?
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 Far Eastern Income and Growth fund becomes a top quartile performer
12:48 | 02-Feb-2016
Smith & Williamson Global Gold & Resources fund joins FE AFI Aggressive
07:54 | 01-Feb-2016
Smith & Williamson UK Equity Income fund no longer a top quartile performer
11:28 | 04-Jan-2016
Smith & Williamson MM Global Investment fund no longer a second quartile performer
07:00 | 04-Jan-2016
Smith & Williamson MM Endurance Balanced fund becomes a second quartile performer
Trustnet mobile website
13:00 | Monday, January 20, 2014
Authorised and Regulated by the Financial Conduct Authority
© Trustnet Limited 2016. All Rights Reserved.
Please read our
Data supplied in conjunction with Thomson Financial Limited, London Stock Exchange
Plc, StructuredRetailProducts.com and ManorPark.com