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Q:
I really enjoy reading What Investment, and find the performance tables for OEICs/UTs/ITs very helpful in planning my modest portfolio. But is there an easy way to get the performance info sooner (via the website perhaps?), since it is a couple of months out of date by the time the magazine arrives?
Andrew O’Brien, via email
A:
Keiron Root replies:
Yes, it is somewhat frustrating that the performance tables are set in stone at the end of a month and readers of the magazine don’t get to see them until nearly a month later.
The tables in the magazine, of course, are intended to provide a snapshot of each fund’s standing at the month-end, but for more up-to-date information, you can get access to daily updated figures via our website, www.whatinvestment.co.uk.
If you go to the ‘Tools’ section on the home page, you will find a section headed ‘Latest Prices’. Click on whichever of the four icons below this that you want – Unit Trusts (includes OEICs), Pension Funds, Investment Trusts or Life Funds – and you will get access to a full performance database, which you can then customise according to which funds, groups or sectors you are interested in.
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| Fund | Offer | 1y | 3y | 5y |
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