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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.
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Investment trusts

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News & Research
Investment trust review
On and off - the taxing and the tinkering
By Martin Wood,Senior Analyst, Financial Express Research 01-Jul-2009 April's budget measures brought a modicum of reform to the Investment Trust universe, in that the double taxation anomaly - that set ITs apart from other collective investment vehicles such as unit trusts - is to end from 1 September 2009. There still remain other tax issues for investors to .. More»
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Investments

Rank	Fund	Discount
1	Jupiter Dividend&Growth Tst	-31151.4 %
2	Global Spcl Opportunities Trust	-533.9 %
3	JP Morgan Income & Growth	-524.8 %
4	Invista European Real Estate	-85.9 %
5	Real Estate Opportunities Ltd	-84.3 %

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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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News & Research

Company	Headline
Noble AIM VCT Plc	Interim Management Statement
Biotech Grw Tst PLC	Transaction in Own Shares
Finsbury Worldwide	Transaction in Own Shares
Noble AIM VCT Plc	Director/PDMR Shareholding
Noble AIM VCT Plc	Transaction in Own Shares
The Cayenne Trust	Transaction in Own Shares
Brunner Investment	Transaction in Own Shares
TR European Growth	Transaction in Own Shares

Investments

Time Span
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Investments

Rank	Sector	Report	3y (%)
1	VCT Generalist Pre Qualifying	view	119.5
2	VCT Specialist Environmental	view	87.1
3	VCT Specialist Media Leisure & Events PQ	view	85.1
4	Commodities & Nat Resources	view	27.9
5	Endowment Policies	view	19.8

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IT sectors »

Investments

Rank	Factsheet
1	BlackRock World Mining IT
2	RIT Capital Partners plc
3	Edinburgh Invest Tst plc
4	Alliance Trust PLC
5	JP Morgan Indian IT plc

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Investments

Crown Rating

Rank	Fund	3y (%)
1	Henderson TR Pacific IT	33.6
2	HgCapital Trust plc	30.7
3	Scottish Oriental Smaller Companies	28.6
4	Invesco Asia Trust plc	26.0
5	Downing Protected VCT III plc	22.5

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IT ratings

News & Research

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	Private equity problems not over despite rally, say managers
	Two funds join LSE's specialist market
	Candover abandons takeover but MBO possible for FM arm
	Aida follows Marwyn in offering open-ended option