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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.
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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.
New units launched under Kames Ethical Cautious Managed fund
11:49 AM | 10-May-2013
Kames Sterling Corporate Bond fund no longer a top quartile performer
12:08 PM | 10-Apr-2013
Kames Ethical Corporate Bond fund no longer a second quartile performer
07:00 AM | 02-Apr-2013
Kames Ethical Corporate Bond fund becomes a second quartile performer
07:00 AM | 01-Mar-2013
Kames High Yield Bond fund becomes a top quartile performer
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