Further information
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But is there an easy way to get the performance info sooner (via the website perhaps?), since it is a couple of months out of date by the time the magazine arrives?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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Top Ten Life Funds
| Fund | Offer | 1y | 3y | 5y |
|---|---|---|---|---|
| UBS Life Structured Credit A | 85.37 | 229.4 | n/a | n/a |
| Skandia Finland FIM Russia | 11.24 | 205.0 | -4.4 | 75.4 |
| Skandia Finland JPM New European | 1.95 | 157.1 | -8.9 | n/a |
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| Skandia Finland Baring Eastern Europe | 10.00 | 144.7 | -14.5 | 52.9 |
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| Canlife SVM UK Opportunities LS4 Acc | 101.30 | 136.1 | -15.1 | 32.6 |
| Skandia Baring Eastern Europe | 826.10 | 133.8 | 18.8 | 96.1 |

