Investment research at
your fingertips
The tax year end is an
important milestone in your
annual financial calendar,
and an ideal opportunity to
conduct a health check of
your financial portfolio.
The i.nvest platform gives you access to Morningstar’s research software. Morningstar
offers a wide range of functions to help you meet your investment objectives, like helping
you choose investments based on your risk profile and investment aims, and it lets you
check share or fund prices and provides important performance figures and ratios.
Here is a list of the some of the great features Morningstar has to offer you:
 |
Create and analyse your investment portfolio |
|
Track your investment performance |
|
Conduct an X-ray check of your portfolio to view the:
| • Asset allocation |
• Sector split |
| • Top 10 stock holdings |
• Geographic split |
| • Investment style |
• Price to earnings ratios |
|
|
View stock reports with full financial analysis and ratios |
|
Market news and commentary |
|
Set up alerts for market news or stock prices |
Top tip: Did you know that you can set up Morningstar alerts by logging in to i.nvest
and clicking on the “Research” tab and then clicking “Morningstar Tools”. You can set
up alerts for the latest news on a range of stocks, or to tell you when a stock has fallen or
risen to a price determined by you. You can even find out the daily trading volumes.
We will soon be starting a regular series of communications to help you get the most out
of Morningstar. To ensure you don’t miss out, make sure you have set up your account to
receive email communications.
Important Information
This newsletter is prepared for general information only. Nothing in it should be taken as an offer, invitation or inducement to engage
in investment activity. Alliance Trust does not give financial advice. Please remember the value of investments and any income from
them can go up or down and you may not get back the amount you invested. All investments carry an element of risk, which may
differ significantly, and if you are unsure as to the suitability of any particular investments, you should seek professional financial advice.
Foreign markets will involve different risks than UK markets, in some cases the risks will be greater. The potential for profit or loss from
transactions on foreign markets or in foreign currency denominated marketswill be affected by fluctuations in foreign exchange rates.
We do not give advice and the inclusion of particular stock names is not intended as a recommendation. You should remember that the
amount of tax relief depends on your individual circumstances and that the beneficial tax treatment of ISAs may not continue in the
future. Information relevant to 2011/12 tax year unless otherwise stated.
This information is based on our understanding of current tax law and HM Revenue & Customs (HMRC) rules. Legislation and tax
regulations are not guaranteed and can change at any time. Current tax advantages may change and could be withdrawn; tax rates
and reliefs may change and depend on individual circumstances.
