What would you like us to do with the funds you've selected
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.
Would you be concerned if a manager of a fund you owned took charge of another portfolio as well?
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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.
The reason for the higher than average yield is that the stocks have lower than average growth prospects. Two top holdings are Big Pharma companies, suffering expiry of patents on profitable drugs, lack of new blockbusters in pipeline and pricing pressure from NHS: plus two companies flogging cigarettes, literally a dying business.
The bar chart shows that this fund has underperformed its sector in 2 years out of the last 3 and yet it has been awarded 5 FE crowns (top 10%)! I have noticed things like this one in many other cases and unless something is done the whole system will be discredited.
The chart is pretty frightening. It has just about recovered the losses suffered on 7th to 9th June2007. It can hardly be called Cautious Choice?SCM
Continiues to dissapoint, the performance as got worst with the new manager, If they cant keep upo with peer group ,whats the point of in vesting, Dont tell me about undervalued stocks, no wants to!!!!
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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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