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.
Do you have exposure to one of Mark Barnett’s Invesco Perpetual High Income or Income funds?
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The performance of offshore funds on FE Trustnet is set to default in their own native currency, however if you want to compare the performance of funds which are denominated in more than one currency you may wish to rebase performance into UK sterling – so you can see what these funds have really produced in returns after the effects of currency fluctuations and exchange rates have been taken into account.
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Price total return performance figures are calculated on a bid price to bid price basis (mid to mid where applicable) with gross income (dividends) reinvested. Performance figures are shown in fund’s native currency unless otherwise specified – performance figures can be rebased to Pence Sterling (GBX) using the rebasing option.
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.
OBSR suspends AA rating on Schroders fund
11:00 AM | 19-May-2010
Murphy and Kirrage to join Schroders Income fund
01:00 PM | 18-May-2010
Purves and Lance to leave Schroders
11:00 AM | 18-May-2010
RWC to launch global absolute return fund
05:00 PM | 01-Feb-2010
Latest Fundswire
You can now buy & sell funds and shares at our new sister-site at highly competitive rates
BUY NOW ACCOUNT BENEFITS
You are being transferred to our sister website, Trustnet Direct, where you will be able to complete this transaction.
Proceed to Trustnet Direct
13:00 | Monday, January 20, 2014
