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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

Client segmentation drives IFA fund, product choices part 2

By Barney Hatt 24-Dec-2008

Intermediaries in the current environment are increasingly segmenting clients. What effect does this have on fund and product choices?Recently a report by SEI Investments and Scorpio Partnership called ‘Transforming the Worth of Wealth’ argued .. More »

Client segmentation drives IFA fund, product choices part 1
By Barney Hatt 24-Dec-2008

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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 which invest in both equities and bonds with a view to producing a steady income and limited capital growth.

Strategy: Income

No of funds: 93

AUM: £ 37.1bn

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Schroder's Jim Rehlaender prefers to access property through securities, like REITs, which invest in different types of property. In his view they are liquid and easy to trade and undertake the same types of activity that direct investors do... 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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