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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.
Would you invest in a fund managed by someone who is nearing retirement age?
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By Alex Paget | 18:00 | 19-Jun-2013
16:30 | 19-Jun-2013
15:15 | 19-Jun-2013
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By Jenna Voigt on 13 Jun, 2013 at 11:30
Carmignac Gestion's Xavier Hovasse explains why he is finding the best opportunities for his Emerging Discovery fund in frontier markets at the moment.
12 Jun, 2013 at 15:30
Contrary to popular belief, frontier markets are not only less correlated to developed markets than their emerging counterparts, but are also less volatile than both.
10 Jun, 2013 at 13:00
The manager of the Carmignac Emergents fund says it is obvious that China cannot deliver anywhere near the sort of growth it has managed over the past decade.
More stories:
08:00 | 19-Jun-2013
18:00 | 18-Jun-2013
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