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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.
Do you think UK inflation will increase in the next 12 months?
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By Jenna Voigt | 17:30 | 23-May-2013
15:30 | 23-May-2013
13:45 | 23-May-2013
More headlines
22 May, 2013 at 12:45
The manager has a significant weighting to high beta equities and cash because he thinks valuations in defensive equities and bonds are so poor.
22 May, 2013 at 11:00
The highly rated small cap manager tells FE Trustnet which companies he thinks have the potential to shoot the lights out in the coming months.
By Joshua Ausden on 22 May, 2013 at 08:00
The highly sought after manager sees manufacturing and financials stocks as a potential “sweet spot” for equity investors.
More stories:
08:00 | 23-May-2013
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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.
Click here to register for free.
