What would you like us to do with the funds you've selected
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.
Would you be concerned if a manager of a fund you owned took charge of another portfolio as well?
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By Joshua Ausden | 16:30 | 19-May-2013
13:00 | 19-May-2013
10:30 | 19-May-2013
More headlines
17 May, 2013 at 15:30
The dotcom crash dominates the horror stories told by investment advisers, who say they will never forget the important lessons they learned in the boom-bust period.
17 May, 2013 at 11:15
The head of FE Research says investors need to look at the reasons why a yield is growing – which in many cases is because the price of the underlying assets is falling.
By Joshua Ausden on 17 May, 2013 at 08:00
Samir Mehta’s JOHCM Asia ex Japan fund has made a real impression since being launched in late 2011.
More stories:
16:30 | 18-May-2013
13:00 | 18-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.
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