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Trustnet - Wow!

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I've just created an account and portfolio on Trustnet. It is an incredible analysis tool. I have 2 pensions with 7 funds (one pension still being rebalanced - so these are hypothetical funds currently).

I have created a single portfolio on Trustnet which holds all my funds across the 2 pensions and it shows me my overall exposure and investment allocations by regions, sector, percentages etc. This is amazing and can be used to build some pseudo portfolios to test out the underlying separate allocation across all the funds. This makes potential overlapping equities/markets so much easier to see than having to delve into fund literature. It also compares your own fund past performance with some benchmarks. Of course past performance is no indication of future etc etc.

I'm sure a lot of people in the forum know about this, but I just wanted to share this with those who are like me and fairly new to the game as it were.
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Comments

  • Albermarle
    Albermarle Posts: 27,875 Forumite
    10,000 Posts Seventh Anniversary Name Dropper
    I think one issue is that not all funds, investments etc subscribe to Trustnet .
  • I think one issue is that not all funds, investments etc subscribe to Trustnet .
    Well possibly. But all mine were. However I've not gone for anything too obscure
  • Voyager2002
    Voyager2002 Posts: 16,275 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    Morningstar offer something similar, but again plenty of investments are not listed on them.
  • valiant24
    valiant24 Posts: 457 Forumite
    Fifth Anniversary 100 Posts Name Dropper
    I found Trustnet has some glaring gaps.   Eg one of the most popular gilt ETFs is Vanguard U.K. Gilt UCITS ETF (VGOV) - that's not there (so far as I can see).
  • coastline
    coastline Posts: 1,662 Forumite
    Part of the Furniture 1,000 Posts Photogenic Name Dropper
    edited 1 May 2021 at 5:37PM
    valiant24 said:
    I found Trustnet has some glaring gaps.   Eg one of the most popular gilt ETFs is Vanguard U.K. Gilt UCITS ETF (VGOV) - that's not there (so far as I can see).
    Chart Tool | Trustnet

    Simple selection.

    Chart Tool | Trustnet

  • TBC15
    TBC15 Posts: 1,495 Forumite
    Part of the Furniture 1,000 Posts Name Dropper

    I’ve got portfolios going back 20 yrs on Trustnet, it’s a great tool


  • IvanOpinion
    IvanOpinion Posts: 22,136 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    II has a similar tool that I find very useful.  I have a 'ghost' portfolio set up in their 'watchlist' area that I can add some funds to and see how they affect the balance across many categories including any overlap.
    I don't care about your first world problems; I have enough of my own!
  • valiant24
    valiant24 Posts: 457 Forumite
    Fifth Anniversary 100 Posts Name Dropper
    coastline said:
    valiant24 said:
    I found Trustnet has some glaring gaps.   Eg one of the most popular gilt ETFs is Vanguard U.K. Gilt UCITS ETF (VGOV) - that's not there (so far as I can see).
    Chart Tool | Trustnet

    Simple selection.

    Chart Tool | Trustnet

    This is what I find so hard about portfolio management!

    In fact the VGOV holding isn't the thing you linked to, which is called Vanguard UK Gilt UCITS ETF Acc GBP, but something else apparently completely different, with different pricing and holdings but also called Vanguard U.K. Gilt UCITS ETF. 

    Searching for VGOV on Trustnet doesn't find the latter but searching for its ISIN (IE00B42WWV65) does, so I stand corrected on this one.
  • valiant24
    valiant24 Posts: 457 Forumite
    Fifth Anniversary 100 Posts Name Dropper
    edited 1 May 2021 at 6:51PM
    valiant24 said:

    Searching for VGOV on Trustnet doesn't find the latter but searching for its ISIN (IE00B42WWV65) does, so I stand corrected on this one.
    Also I can't work out how to add this to my Trustnet portfolio.   Searching for it by ISIN does find it but doesn't have the little grabby thing that lets you add to a portfolio, and searching via the execrable search function within the portfolio tool doesn't find it at all :-(

    So I am pleased that swleventhal finds the Trustnet tool good.   I don't.
  • valiant24 said:

    Also I can't work out how to add this to my Trustnet portfolio.   Searching for it by ISIN does find it but doesn't have the little grabby thing that lets you add to a portfolio, and searching via the execrable search function within the portfolio tool doesn't find it at all :-(
    Yes it can be tricky finding certain funds to add to your portfolio. I've just looked for VGOV but can't find it. There's so many different classes and sectors in the search boxes. It may be there hidden in one of the sectors/groups. It would be great if you could add the fund via the main details page like you say. Maybe we should raise this as a feature request with Trustnet?
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