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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 think UK inflation will increase in the next 12 months?
The objective of the fund is to achieve long-term growth through investment in a portfolio of UK and international assets. The fund will take a broadly ‘multi-asset’ approach with the intention to perform well when markets are favourable, and preserve capital when markets are poor. It therefore aims to provide longer term positive returns under most market conditions, outperforming both cash and equities over rolling three-year periods.
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.
A high risk middle of the road fund that has a manager with a proven track record with a very different remit from his usual remit. What is not mentioned is the performance fee, and the fabulous kick-back that your adviser / discount broker get from pushing this fund that has low information and sharpe ratios, indicating that the returns are low for the relatively high risk.
there is no performance fee on this fund. Its one of he fee funds of thsi type i am aware of hat doesnt.
William had a good long term record prior to his break from investment management - one to watch I feel particularly for those who have reservations about the whole process of extending the bubble process further down the line ( to the point where it's eventually someone else's problem )
I've held this from the start and am very happy with it. I'm trusting 10% to it at the moment, had to scale it back as it had recently outpaced, not sure if 10% is too much but I like the way it is being managed and think it is a good fund to hold in the current environment. I was very unsure about going with a 'returning' manager as I put a similar % with the return of Bill Mott @ PSigma Income which lost a pile, however I am hopeful that the signs indicate Mr Littlewood is as good as previously.
I have been waiting a long time for a fund tlike this!
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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.
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07:10 AM | 15-Apr-2013
Artemis Capital fund no longer a top quartile performer
01:25 PM | 08-Apr-2013
Artemis Strategic Bond fund no longer a second quartile performer
07:00 AM | 02-Apr-2013