Yahoo! Search
    Search Help:  
     
    Enter your inquiry as a question or phrase. Tips

    Fund background

    Investment Vehicles

    The Yahoo! UK Finance Fund Centre covers the following types of Investment Vehicles:

    • Unit Trusts
    • Investment Trusts
    • Life Funds
    • Pension Funds
    • Offshore Funds
    Sector

    The category assigned to each fund by Morningstar:

    • General Sector
    • Specialist Sector
    • Geographical Focus
    Fund Size (updated weekly)

    The total value (in £) of the fund's holdings, including stocks, bonds, preferred stocks, convertible securities, and cash.

    Morningstar's Rating (updated weekly)

    The Morningstar's Star Rating is a rank (1 star=worst, 5 stars=best) based on a mathematical calculation that examines relative historical risk and return.

    Fund Description (updated weekly)

    Returns (updated weekly)

    This section gives the 6 month, 1 year, 3 year average, and 5 year average return for both the fund and the Sector Index, and the difference between the two.

    Was this article helpful?

    Yes   No
    Click to contact Customer Care for further assistance.
    Copyright © 2008 Yahoo! UK Limited. All rights reserved.
    Privacy Policy - Terms of Service