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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

Video: Funds Spotlight on property

By Lora Coventry | 17:00 | 08-Feb-2010

Lora Coventry discusses property funds attracting new money from investors. ...

UK macro challenge to funds

By Charlotte Banks | 15:00 | 08-Feb-2010

Continued weak UK growth throws up challenge to funds invested in consumption. ...

Managers optimistic about the year ahead says AIC poll

By Martin Wood | 11:00 | 05-Feb-2010

Some IT sectors directly benefited from stockmarket rallies, producing stellar returns for equity investors. ...

More research»

key strategies

Investments

Rank	Fund	3y (%)
1	Investec Emerging Markets Debt	76.1
2	GLG Global Corporate Bond	71.1
3	Investec Global Bond	62.6
4	Neptune Japan Opportunities	61.2
5	Schroder International Bond	59.9

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UT / OEIC performance

Investments

Rank	Fund
1	SWIP Property
2	Threadneedle Target Return
3	SWIP Sterling Credit Advantage
4	Invesco Perp Income
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.

View factsheet »

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Managers

Rank	Alpha Manager	5y (%)
1	Martin Lau	158.4
2	Angus Tulloch	143.9
3	Timothy Youngman	114.0
4	Rob Burnett	104.2
5	David Dudding	85.7

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View Alpha Managers »

View full manager league table »

Investments

Rank	Fund	3y (%)
1	Investec Emerging Markets Debt	76.1
2	GLG Global Corporate Bond	71.1
3	Investec Global Bond	62.6
4	Neptune Japan Opportunities	61.2
5	Schroder International Bond	59.9

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About ratings »

UT / OEIC ratings

Investments

Rank	Factsheet
1	Invesco Perp High Income
2	JPM Natural Resources
3	M&G Recovery
4	Invesco Perp Monthly Income Plus
5	BlackRock Gold & General

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Investments

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View Asset Allocation Research »

Investments

Rank	Sector	Report	3y (%)
1	Global Bonds	view	30.3
2	Asia Pacific Excluding Japan	view	27.8
3	Global Emerging Markets	view	23.6
4	UK Index - Linked Gilts	view	19.7
5	UK Gilt	view	17.8

Research archive »

UT / OEIC sectors »

News & Research

	LV= launches fixed-term annuity
	Gartmore newcomer takes active approach to portfolio revamp
	Longbow Capital launches EIS
	Rathbones opens office in Aberdeen
	British firms cut dividends by £10 billion