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Portfolio – This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trust and 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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News & Research

Video: Funds Spotlight on property

By Lora Coventry | 17:00 | 08-Feb-2010

Lora Coventry discusses property funds attracting new money from investors. ...

UK macro challenge to funds

By Charlotte Banks | 15:00 | 08-Feb-2010

Continued weak UK growth throws up challenge to funds invested in consumption. ...

Managers optimistic about the year ahead says AIC poll

By Martin Wood | 11:00 | 05-Feb-2010

Some IT sectors directly benefited from stockmarket rallies, producing stellar returns for equity investors. ...

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Investments

Rank	Product	Overall
1	Zurich Assurance Ltd - Sterling Investment Bond - Flexible - Single Premium
2	Zurich Assurance Ltd - Sterling Investment Bond - High Allocation - Single Premium
3	Zurich Assurance Ltd - Sterling Investment Bond - No exit penalty - Single Premium
4	Zurich Assurance Ltd - Sterling Investment Bond - Standard - Single Premium
5	Skandia Life - Capital & Income Bond - Single Premium

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Investments

Rank	Factsheet
1	AXA Distribution
2	AXA Assurance Deferred Distribution
3	L&G Distribution
4	AXA Distribution
5	AXA Deferred Distribution

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Investments

Rank	Provider	Rating
1	Standard Life Assurance Co
2	Scottish Widows Plc
3	Skandia Life
4	Winterthur Life
5	Friends Provident Life&Pen Ltd

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Investments

Rank	Fund	3y (%)
1	Zurich BGI UK Equity AL	66.4
2	Cler Med Managed Overseas Bond	59.5
3	Merch Inv Threadneedle Latin America	58.8
4	Stan Life Fidelity South East Asia	55.4
5	Fidelity Pacific Equity Pensions	55.2

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Life ratings

News & Research

	Manager focus: Peter Göbel
	MetLife launches investment bond
	Resolution hires ex-FSA chief Tiner in consolidation drive
	Pru has no plans to cut final with-profits bonus rates
	Standard Life adds BlackRock’s Absolute Alpha