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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
Fund selection
Close funds excel as UK Smaller Companies sector rallies
By Sarah Beasley,Analyst, Financial Express Research 01-Jul-2009 Since the end of March this year the IMA UK Smaller Companies sector has risen 23.45 per cent, making it the best performing sector in the last three months.Whilst all funds have achieved positive returns in this period, there has been a great deal of disparity in the extent of these returns. For .. 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

Select strategy :

Summary:

Funds using various strategies to achieve returns against a variety of benchmarks, aiming for positive returns regardless of market conditions.

Strategy: Absolute Return

No of funds: 52

AUM: £ 12.5bn

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in association with

cru's Jon Maguire thinks a simple commitment to beating the returns available on cash is fundamental to the absolute return philosophy... More»

Investments

Rank	Fund	3y (%)
1	Neptune Japan Opportunities	68.8
2	First State Greater China Growth	65.8
3	Gartmore China Opportunities	61.5
4	First State Asia Pacific Leaders	50.1
5	First State Global Emerging Markets Leaders	50.1

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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	68.8
2	First State Greater China Growth	65.8
3	Gartmore China Opportunities	61.5
4	First State Asia Pacific Leaders	50.1
5	First State Global Emerging Markets Leaders	50.1

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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	25.3
2	Global Emerging Markets	view	21.3
3	Global Bonds	view	17.9
4	UK Index - Linked Gilts	view	16.6
5	UK Gilt	view	15.8

Research archive »

UT / OEIC sectors »

News & Research

	Aegon sets up direct annuity firm
	Monks to cut bonds despite achieving 62.2% divi rise
	Private equity problems not over despite rally, say managers
	Nick Prettejohn steps down as Pru UK chief
	Martin Currie places co-manager on Global and Global Alpha funds