Trustnet - Wow!

older_and_no_wiser

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.

Albermarle

I think one issue is that not all funds, investments etc subscribe to Trustnet .

older_and_no_wiser

Albermarle said:

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

Morningstar offer something similar, but again plenty of investments are not listed on them.

valiant24

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

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

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

IvanOpinion

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.

valiant24

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 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.

older_and_no_wiser

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?