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Portfolio – This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts 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.

News & Research
Asset Allocation
Investors flee to FTSE 100 ETF
By Rob Mackinlay 31-Dec-2008 Data on ETF shares created in the last couple of months show investors buying the FTSE 100 via ETFs at the highest level in seven years.A significant increase in the number of exchange traded fund (ETF) shares in issue which showed up in stock lending data demonstrated .. More »
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Investments

Rank	Sector	Report	3y (%)
1	Global Bonds	view	15.8
2	UK Gilt	view	15.6
3	UK Index - Linked Gilts	view	11.9
4	Asia Pacific Excluding Jap	view	11.8
5	Absolute Return	view	10.9

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UT / OEIC sectors »

News & Research

Select strategy :

Summary:

Funds investing directly in bricks and mortar and indirectly through stocks and shares in property companies.

Strategy: Property

No of funds: 44

AUM: £ 9.8bn

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JPMorgan's Stephanie Fennessey sees indirect property holdings via REITs as the answer to key questions on asset diversification and one that meets ongoing investor needs... More»

Investments

Rank	Fund	3y (%)
1	CF Ruffer European	66.2
2	Gartmore China Opportunities	62.8
3	M&G International Sovereign Bond	52.3
4	Scot Wid Overseas Fixed Interest	51.1
5	Invesco Perp Hong Kong & China	47.8

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UT / OEIC performance

Investments

Rank	Fund
1	Scot Wid Japan Select Growth
2	Invesco Perp Income
3	First State Asia Pacific Leaders
4	Artemis Income
5	UBS Global Emerging Markets Equity

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UT & OEICs sectors

Investments

Witan Investment Trust plc
Performance Key facts

Manager: Jim Horsburgh

Sector: IT Global Growth

AUM: n/a

Objective: To create wealth for its investors through stockmarket investment. Witan offers its shareholders a diverse investment in terms of Manager, geographical region, industrial sector and individual stock.

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a d v e r t i s e m e n t

Investments

Rank	Fund	3y (%)
1	CF Ruffer European	66.2
2	M&G International Sovereign Bond	52.3
3	First State Greater China Growth	45.9
4	SG International Bond	45.2
5	First State Asia Pacific Leaders	39.2

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UT / OEIC ratings

Investments

Rank	Factsheet
1	Invesco Perp High Income
2	JPM Natural Resources
3	Invesco Perp Income
4	Invesco Perp Corporate Bond
5	BlackRock UK Abs Alpha

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Investments

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News & Research

Sticking to what you know: absolute return products By Rob Gleeson 22-Dec-2008
The UK has long been used to a certain type of investment fund; long only funds that either actively or passively provide exposure to a market or asset class.

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News & Research

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