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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.
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The objective of the Fund is to achieve long-term capital growth. The investment policy is to invest in companies quoted on a European stock exchange.
The Ongoing Charges Figure (OCF) shows the drag on performance caused by operational expenses associated with a fund. Expenses which are represented by this figure include payments to the manager, the trustee the custodian and their representatives. The figure also includes registration, regulatory, audit and legal fees, and the costs of distribution. Performance fees, transaction costs, interest on borrowing, costs associated with derivatives, entry and exit fees and soft commissions are not included in the OCF calculation, and should be factored in separately by the investor. The OCF is calculated by taking the sum of these expenses incurred in the last 12 months and dividing this by the average net assets of that class for the last 12 months.
Total Expense Ratio (TER) is a formula designed to show the ongoing costs to the investor associated with a fund, including some charges which are not factored into the annual management fee. In addition the fund’s annual fee, charges such as trading fees, audit and legal fees, and operational expenses are included in the TER, which is worked out by dividing the total cost of the fund by its total assets to arrive at a percentage. Unlike the Ongoing Charges Figure, the TER takes into account performance fees. It does not include transaction costs paid to the custodian.
All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Sterling unless otherwise specified.
many heads together consructively can merge build and make good of things.....yes a good idea prophecy to come to be as will jupiter income soar as of yore,it always did well even through the crash it was less affected buld on the past performance cool calm collected plans will emerge good .
all our yesterdays wwre ensnared by sensless warssensless bullyings and mean spirited acts of selfishness and greed,so what will you you make of tomorrow,world,history should not in this aspect repeat itself mergers could help everyone vreate a good structured portfolio,if heads got together constructively things could be more structured neatened into mergers and mad concise....mergers like sun life axa gre and others have done ditto but keep it simple, les paper work, concise, items, condensed to fewer words as needed to be understoof by customers.
investec smaller companies amalgamations/ looking at top quartile funds stocks on trutnet and meergers of insurance companies like sun life axa gre been done for business and unit trust performances axa technology fund one mentioned on trustnet as doing well lately,alll avenues could be gone up to looke for future planned mergers may be not so daft an opinion to sustain peoples lives and customer choice of funds with reliable incomes as a result of mergers.
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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.
Jupiter High Income fund no longer a second quartile performer
09:00 AM | 16-May-2013
Jupiter Monthly Income fund no longer a top quartile performer
08:30 AM | 10-May-2013
Jupiter Merlin Growth Portfolio fund no longer a top quartile performer
02:42 PM | 02-May-2013
Jupiter Merlin Worldwide Portfolio fund no longer a second quartile performer
07:00 AM | 01-May-2013
Jupiter Fund of Investment Trusts fund no longer a top quartile performer
07:00 AM | 10-Apr-2013
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