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.
This fund is too heavily weighted on UK equities ... the volativity of the FTSE is reflected in the Unit price ...
Another fine week for this fund ... high volatility ... but of course, Chatfield Roberts won't be suffering ...
I fail to see how this fund has attained 1st Quartile status ... one good year in 5 ... the performance over tha past two years has been abysmal ...
Past performance is good, but no indicator of future performance The very high TER of this fund will kill it in the end. Already last year it underperformed. You cannot defy gravity for ever.
MAybe it's time to exit from this underperforming fund ...
Will you please advise me when the dividend usually announced on June 1 for this fund will be declared. Many thanks.
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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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