Fidelity users - Portfolio Performance added to accounts

edinburgher

For anyone else who uses Fidelity for investing, I was pleased to see that the functionality to calculate portfolio performance has now been added to accounts

Starting to think that I must have influencing superpowers, as I was thinking just a few days ago that they should add it!

While it's usually apparent which funds are doing well/are lagging, it's nice to have it in black and white.

bobdwyer

Could you explain where this functionality is on the Fidelity accounts as I don't see it.

Thanks.

jem16

bobdwyer wrote: »

Could you explain where this functionality is on the Fidelity accounts as I don't see it.

Thanks.

No neither do I.

edinburgher

I just logged in and noticed the banner under my Portfolio Value figure:

Portfolio performance now available for your ISA and Investment funds

This link may say more (you might need to be logged in):

https://www.fidelity.co.uk/investor/campaigns/profit-loss/default.page?

jem16

edinburgher wrote: »

I just logged in and noticed the banner under my Portfolio Value figure:



This link may say more (you might need to be logged in):

https://www.fidelity.co.uk/investor/campaigns/profit-loss/default.page?

That probably explains it.

I use Fidelity through my adviser - he makes all the decisions. I can view my accounts online but I don't have that section.

edinburgher

Sorry about that - I'm a new investor, so DIY seemed the way to go until I've got a decent pot to worry about

dazeruk

This feature doesn't work correctly on my account.

I pay in £100 each month and have been doing so since 2004. Total paid in 2004-2009 = 6*1200 plus £600 this year = £7800.

Current value = £9380

The portfolio performance calculates

Amount invested £5518.23
Account valuation £9380.72

Annualised return 11.53%

Not sure where it gets the invested figure from!!

edinburgher

I would read their FAQ/help segment - it deals with common problems/miscalculations/definitions.

Mine look fine, but my acc is only 6 mths old.

Annualised return 11.53%

Not bad

Lower_North

jem16 wrote: »

That probably explains it.

I use Fidelity through my adviser - he makes all the decisions. I can view my accounts online but I don't have that section.

He shouldnt make the decisions, he should advise. Sometimes you may disagree with where he wants YOUR money to go.

jem16

Lower_North wrote: »

He shouldnt make the decisions, he should advise.

I pay him to make the decisions. If I wanted to make the decisions I'd do it myself.

Sometimes you may disagree with where he wants YOUR money to go.

He always runs it past me before doing anything. If I disagree I will tell him and we'll discuss it.

barak

edinburgher wrote: »

I just logged in and noticed the banner under my Portfolio Value figure...

edinburgher - Are you investing directly in Fidelity's own funds rather than using Fidelity FundsNetwork via an IFA/discount broker?