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collecting all investments together

Can anyone help with this. I started out thinking that it would be very useful to keep a record of all my investments in a software package that would monitor the ups and downs and I could adjust accordingly.

After the initial sweat of finding the software (see earlier post), I now can't find records of all the values of the funds online.

For instance, shares/UT's are all readily available from various free websites like yahoo etc but, for example, when I search for the funds containined within an endowment in Sun Alliance none of them appear in the listings. Is this because they are not freely bought and sold and only as part of a wrapper/package etc or am I just being stupid and searching for the wrong thing?

Cheers, Crom

Reply to
crom
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I don't know how you're doing the searching, but funds in an endowment policy are life funds. Are you looking for the unit prices of life funds? They should be there.

They may of course be withprofits funds which are more complicated to find.

Rob Graham

Reply to
Robin Graham

There are two sources where you can find most, if not all unit funds.

The Ample web site

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covers life funds and pension funds as well as conventional UTs and OEICs. M&G have a charting tool on their web site which allows you to look up the price of and chart all the funds of whatever type. You can get to it more or less directly through
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780&u939515&l=2&bW6&mkt=4 but the site is a warren of frames, and lots of things come and go while you are waiting. Another way is to go to their site
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and then look up one of their funds, doesn't matter which. From the page with its basic details, click on the link to "Today's Price", which brings up the tool.

Reply to
Terry Harper

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will let you build an (anonymous) portfolio comprising all your managed fund investments and it will update the value every day.

I am not aware of any free site that will allow you to include ordinary shares also. Obviously if you invest via an online broker then you can see the entire portfolio value there anytime.

Reply to
John-Smith

Try

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It may not have all fund variants though.

Reply to
Peter Lawrence

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