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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.
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Would you be concerned if a manager of a fund you owned took charge of another portfolio as well?
@Douglas Keith Rae: see http://www.investegate.co.uk/Article.aspx?id=20091012153121PA6F7
thank you and understood - dkr
In my experience buying stocks when no-one else wants them is often a recipe for success. Historically SVM Global was an award winner on all fronts as its out performance, courtesy of a highly unusual portfolio, persuaded investors that paying a premium for the skills of the manger was justified. The managers are still the same and interestingly all the short term measures are beginning to indicate a pick up in performance from a recent poor period. If you spend the time looking into this vehicle you will find an amazingly interesting portfolio of closed end funds nearly all selling on large discounts. Given that the trust itself is on a 20ish discount you are buying a widely diversified group of interesting global assets at something like 60p in the pound. If the performance continues this one could once again become the darling of the Investment trust sector. The more you look into this trust the more interesting it becomes.
this dividend info is not correct - there was a div of 3p paid end november 2009 and also 2 divs of 2p and 1p at end february 2010 - I wanted to know why the feb 2010 div was in 2 parts - Douglas rae
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