Panacea Research Centre and Trustnet Adviser are invaluable research facilities for all IFAs.
Panacea Research Centre (in conjunction with Trustnet) is a special, limited edition service, for all Panacea community members which can provide a picture of past performance and volatility, in graphic and in numeric form.
Panacea Trustnet Adviser (link opens in a new window) is a is aimed at private investors and Independent Financial Advisers and covers UK collective investment funds. All information is intended to be entirely factual and unbiased.
Trustnet offer completely free access to our website as the fund management companies whose products are covered pay them a subscription fee. A reduced level of information is available for funds not paying a subscription. Revenue is also generated from the banner adverts placed throughout the site.
Price and performance data is provided daily for all funds, where available (sourced from Financial Express and Thomson Financial Datastream). Fund profile pages are filled with information collected and collated directly from fund management companies by TrustNet's own Data Team. News feeds are supplied by Incisive Media.
TrustNet also provides a number of the UK's leading financial portals, websites and Independent Financial Advisers with integrated web based solutions including FT.com, The Investment Management Association (formerly AUTIF), IFAOnline, Allenbridge, Bankhall, Panacea and many others.
With more than 3,400 UK open-ended funds available to investors picking the right one has never been more difficult
Even when the fund selection process is complete, ensuring a portfolio remains balanced is a demanding job, but the rewards for success, for you and your clients, are clear.
Modern portfolio theory tells us that diversification is an essential part of reducing risk and optimising performance, and this is particularly pertinent at a time when there is no single market theme to follow.
With this in mind Trustnet Adviser, the adviser-only section of free online fund information provider Trustnet, has introduced a new tool to help advisers keep track of their clients' portfolios and build new fund portfolios on sound principles of asset allocation.
Instead of presenting the portfolio as a collection of funds, the tool allows the adviser to view the underlying composition through the portfolio itself – presenting stock, geographic, sector and asset class summaries for the portfolio as a whole.
In doing so, Portfolio Scanner allows the adviser to make informed, analytical decisions on asset allocation, by gathering together the fact sheet-based research the adviser would otherwise have to do by hand and presenting it in a clear, simple to understand format.
Portfolio Scanner can provide a picture of past performance and volatility, in graphic and in numeric form, helping the adviser to identify those areas where excessive volatility is not producing sufficient returns and where the portfolio is under or overexposed to geographical regions, sectors and asset classes, and even individual stocks.
The Portfolio Scanner report creates ratios to aid performance analysis – including Alpha, Beta, Sharpe ratios and standard deviation. Charts displaying portfolio performance can be created against the adviser's choice of sector averages or market indices over a variety of time periods.
A breakdown of geographical exposure, asset class and sector weightings is also available and the entire report can be created as a quality PDF document allowing the adviser to save, print and email the document accordingly.
To access Portfolio Scanner click here
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then click on the yellow box to access via Unipass.
In addition to the Portfolio Scanner, Trustnet Adviser provides a suite of free adviser-centric tools including multi-plot charting, independent fund ratings, fund analysis and adviser-branded fact sheets.