I can't find a stock or a fund which I am looking for, does this mean that Interactive Investor does not track it?
Not necessarily. Here are some tips for searching for equities on the portfolio system:
Initially only type the first couple of letters of two of the words within the stock or trust title into th ...
- Current known issues with Quotestream Desktop (new Level 2 service)
We believe our new Level 2 terminal, "Quotestream", surpasses our previous Level 2 service and were aware of a growing number of complaints regarding data falling behind the market.For that reason ...
- What is a collective investment?
Collective investments include unit trusts, investment trusts, and
OEICs. It is collective because it puts together the money from many
different investors for a professional investment manager ...
- Minimum investment and withdrawal amounts:
When you open an Unwrapped Account, known as an Investment Account; the minimum for a Lump Sum investment is £20 per Account, with an individual minimum per fund of £20. If you ar ...
- What is an ISA
ISA stands for Individual Savings Account. ISAs are investment savings account with a tax efficient wrapper. The word 'wrapper' refers to the rules which provide the tax protection to the investme ...
- Are investment trusts the same as OEICs and unit trusts?
No, but they do work in a similar way to unit trusts, pooling money
from smaller savers and investing that money. The key differences are
that they are closed-ended (the number of shares in issu ...
- What do the Bid and the Ask refer to within the portfolio?
If you want to buy an investment, you pay the Ask (or the offer) price
and if you want to sell, you pay the bid price. The Ask is higher than
the bid price and the difference between the two is ...
- What is meant by “Funds”?
When we refer to funds we are talking about collective investment
schemes (see below). Primarily, these are unit trusts and OEICs but
could also cover investment trusts.
- Why invest in a Unit Trust or OEIC?
These investments can limit risk by spreading your investment and
'pooling' your money with other investors to achieve a much wider
investment spread. This means you do not have all your eggs in ...
- General Trouble Shooting
Q. Why isn't my password working?A. Passwords
must be entered in the exact format they were issued. Make sure not to
leave any spaces. Example: 466546478. If your password is not accepted
you m ...
- What is the difference between an ISA and a unit trust / OEIC?
An ISA is an individual savings account, into which the government allows you to invest £7,200 (current limit) tax efficiently. The ISA is simply a wrapper that surrounds the investments tha ...
- Which price does Interactive Investor use for the portfolio valuation and profit calculation?
This depends on the type of portfolio entry (i.e. London Equity, Unit Trust etc.). The table below shows on what basis the value of each investment is calculated. If the first price in the list is ...
- How do I create my Personal Portfolio?
First locate your investment in our Quotes section or by using the search engine provided in portfolio. For tips on searching for investments see questions 1-3 above.
Once you have located the i ...
- What are the Minimum investment and withdrawal amounts?
When you open an ISA, the minimum for a Lump Sum investment is just £20 , with an individual minimum per fund of £20. If you are contributing to your ISA by Monthly Direct Debit, the m ...
- How do I decide which unit trust or OEIC to invest in?
You should first determine what are your investment objectives. Then you can consider which funds meet those objectives.
Each fund has a set investment objective. These objectives can ...
- Are unit trusts and OEICs more flexible than investment trusts?
Because they are open-ended investments, the trust can issue new units in
response to demand. This means that unit trusts and OEICs trade at
their net asset value (the value of their underlying ...
- How do I make changes to my Interactive Investor ISA?
It is easy to make changes within your ISA account.Login to your secure account as normal and you will automatically be taken to the My Holdings page. (If you have more than one account you can se ...
- What can I invest in through a stocks and shares ISA?
You can include one or more of the following investment products in a stocks and shares ISA:
shares listed on a recognised stock exchange (except for shares on the Alternat ...
- What is an ISA?
ISA stands for Individual Savings Account. They were launched by the government on 6 April 1999 to replace PEPs and TESSAs. ISAs are investment savings account with a tax efficient wrapper. ...
- Where can I get further information on funds?
Check out the ISAs and funds sections on Interactive Investor's website.
You can also refer to the trade body, the Investment Managers
Association who provide leaflets on unit trust i ...
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