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.
Have you been allocating more to cash or equities, given signs of rising risks?
Key to Price indicators
CD: Dividend Declared but not ex
CX: On the working day before the price goes ex
XD: Ex dividend
XC: Ex capitalisation
XR: Ex rights
XA: Ex all
SU: Dealings suspended
CW: Shares trading with warrants attached
ND: New dividend declared whilst the trust is XD
Key to Price & Discount Range indicators
* New high
# New low
Key to Gross Yield indicators
F: Directors quantified forecast (accepted)
M: Directors quantified minimum forecast (accepted)
Key to Period indicators
FN: Final or preliminary
Update dates indicate when calculated fields were updated.
Calculations are based on data as at the end of the previous trading day.
More education guides»
13:00 | Monday, January 20, 2014