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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.
Would you be concerned if a manager of a fund you owned took charge of another portfolio as well?
The objective of the trust is to secure long-term growth in capital and income through a policy of investing primarily in an internationally diversified portfolio of publicly listed equities, as well as unlisted securities and private equity, with the use of gearing. The trust is benchmarked against a composite index of 40% FTSE All-Share Index/ 60% FTSE All World ex-UK.
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.
I have placed funds with F&C Inv Trust & Pacific Fund in a CTF for my grandaughter. They have been invested now for THREE years and in that time I have NEVER seen a profit made for her as the prices have not exceeded the purchase prices at any time although the markets have had peaks of recovery. This is not good enough and the trust managers are being overpaid for underperformance. I will be arranging a transfer of funds shortly. This is very disappointing. Safe the funds may be but this is an insufficient excuse for lazy/overpaid management.
I have invested a monthly sum for my children in F&C Investment Trust since they were born and am perfectly satisfied. You trade-off lower risk for lower performance but, with dividends re-invested and buying more shares each month, I am confident that my children will have sufficent money when 18 to see them through college, take a gap year, buy a first car or whatever. I'm not trying to make them millionaires!If you put lump sums into risky funds it is pot luck whether or not you invested at a good or bad time. Relative safety, regular contributions and re-invested dividends is the way to go when investing for others as I am doing for my kids - I take more risk with my own portfolio.
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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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