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Portfolio:
This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trust and 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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To provide long term growth in income and capital, principally by investment in UK equities. The board continues to recognise the importance of dividend income to shareholders.
All prices in Pence Sterling (GBX) unless otherwise specified.
Price total return performance figures are calculated using closing mid prices and with net income (dividends) reinvested.
NAV total return performance figures are calculated using fully diluted (where applicable) daily estimated NAV figures from Thomson Financial Datastream and with gross income (dividends) reinvested.
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Financial
Express
Crown Rating
(Quantitative)
Use the plus sign
on the left to add this fund to your portfolio