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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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 IN: Interim FN: Final or preliminary SP: Special QT: Quarterly HY: Half-yearly YR: Yearly
Update dates indicate when calculated fields were updated. Calculations are based on data as at the end of the previous trading day.
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