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Portfolio – This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trust 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
FER Viewpoint
Absolute returns and convolute concerns
By Martin Wood,Senior Analyst, Financial Express Research 26-Jun-2009 A number of conflicting considerations await prospective investors in the Investment Management Association's Absolute Return sector, but this has not discouraged the considerable inflows of investors' money which, since the grouping's creation in April 2008, has seen sales expand from a little .. More»
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Managers

Rank	Alpha Manager	5y (%)
1	Martin Lau	148.0
2	Angus Tulloch	143.2
3	Timothy Youngman	136.1
4	David Dudding	103.4
5	Philip Gibbs	96.4

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News & Research

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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: 89

AUM: £ 24.9bn

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in association with

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	Neptune Japan Opportunities	67.8
2	First State Greater China Growth	67.0
3	Gartmore China Opportunities	63.5
4	Invesco Perp Hong Kong & China	50.5
5	First State Asia Pacific Leaders	48.8

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UT / OEIC performance

Investments

Rank	Fund
1	M&G Corporate Bond
2	Invesco Perp Corporate Bond
3	M&G Strategic Corporate Bond
4	M&G Recovery
5	First State Asia Pacific Leaders

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UT & OEICs sectors

Investments

Witan Investment Trust plc
Performance Key facts

Manager: Robert Clarke

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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Investments

Rank	Fund	3y (%)
1	Neptune Japan Opportunities	67.8
2	First State Greater China Growth	67.0
3	Gartmore China Opportunities	63.5
4	Invesco Perp Hong Kong & China	50.5
5	First State Asia Pacific Leaders	48.8

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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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Investments

Rank	Sector	Report	3y (%)
1	Asia Pacific Excluding Japan	view	25.2
2	Global Emerging Markets	view	19.9
3	Global Bonds	view	18.3
4	UK Index - Linked Gilts	view	17.4
5	UK Gilt	view	16.3

Research archive »

UT / OEIC sectors »

News & Research

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