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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.
Are you worried of an "anti-business backlash" in the run-up to the next election and its effect on your portfolio?
By Daniel Lanyon | 18:00 | 01-Oct-2014
16:30 | 01-Oct-2014
15:00 | 01-Oct-2014
30 Sep, 2014 at 15:00
The UK is the most digitised economy in the world and Unicorn’s Fraser Mackersie says investors don’t have to look any further than the UK equity market to find companies that will be at the ...
30 Sep, 2014 at 11:00
This popular fund is delivering top-quartile returns in 2014 after two years of underperformance, and is doing so with the low volatility and dividend growth that has characterised it since launch 10 ...
By Alex Paget on 30 Sep, 2014 at 08:00
Equity funds don’t try to make money every month, but our most recent study shows that a number of portfolios in the IMA UK Equity Income sector have come close over the last five years.
08:00 | 01-Oct-2014
18:00 | 30-Sep-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.
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13:00 | Monday, January 20, 2014
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