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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.
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.
Do you have exposure to one of Mark Barnett’s Invesco Perpetual High Income or Income funds?
By Daniel Lanyon | 18:00 | 31-Jul-2014
16:30 | 31-Jul-2014
15:00 | 31-Jul-2014
30 Jul, 2014 at 08:00
It’s been a very difficult period for two of the UK’s best-known and most popular open-ended funds, but the head of FE Research thinks there will be calmer times ahead.
29 Jul, 2014 at 11:00
Many commentators expect the firm to merge the FE Alpha Manager’s three equity income funds, but Barnett says he has absolutely no intention of doing so.
By Joshua Ausden on 29 Jul, 2014 at 08:00
The FE Alpha Manager explains exclusively to FE Trustnet how he has been changing the £12.9bn portfolio since taking it over from Neil Woodford in March.
08:00 | 31-Jul-2014
18:00 | 30-Jul-2014
John-Chatfeild-Roberts: Market views
Ian Mcveigh: A season for everything
Robert Siddles: US Prosperity supports case for small caps
Five income funds to protect you from the growing uncertainty
Four giant trusts that are still much cheaper than their fund-rivals
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.
Click here to register for free.
13:00 | Monday, January 20, 2014