What would you like us to do with the funds you've selected
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?
This fund does not subscribe to FE Trustnet.
Click here if you would like to see more details on this fund on FE Trustnet, including holdings data »
Click here for other funds from Valu-Trac Invest Mgmt Ltd»
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.
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.
Valu-Trac The Teal Fund Widgeon fund no longer a top quartile performer
09:34 AM | 11-Apr-2013
Turcan Connell Absolute Return Portfolio, Turcan Connell Income Portfolio and Turcan Connell Balanced Portfolio move from Capita Financial Managers to Valu-Trac Invest Mgmt Ltd
05:37 AM | 18-Mar-2013
The Munro UK move from S&W Fund Administration Ltd to Valu-Trac Invest Mgmt Ltd
07:00 AM | 02-Oct-2012
icf Absolute Return Portfolio and De Lisle America move from Phoenix Fund Services (UK) Ltd to Valu-Trac Invest Mgmt Ltd
11:42 AM | 05-Apr-2012
CF TC Balanced Portfolio fund no longer a second quartile performer
07:00 AM | 01-Mar-2012
More education guides»