Watchlist
The watchlist keeps the funds you want to look at again, and shows them with the same columns as the main filter, ongoing charges, assets, index, performance, so comparison stays possible without going back through the search. It is stored in your browser rather than on a server: nothing is sent, nothing is attached to an account, and the list therefore stays tied to this device and this browser. That has two practical consequences worth knowing in advance. The list does not follow you from a computer to a phone, and it disappears if you clear the site's data, change browser or browse in a private window. For a selection you want to keep for good, write the ISINs down elsewhere: that is the identifier which will find exactly the same share class again.
Published by Radif Partners · Updated
Frequently asked questions
What does the watchlist keep, and where?
It keeps the funds you star, in your own browser: nothing is sent to a server and no account is needed. The consequence is that the list lives on the device you created it on and disappears if you clear your browser data, which is the trade-off for not asking you to register.
What should I watch on a fund I am following?
Two things move and matter: the ongoing charge, which issuers do revise, and the fund's size, because a shrinking fund is the one most likely to be merged or closed. Performance moves constantly and tells you about the index rather than the fund, so it deserves less attention than either of those.
Does following a fund mean I should buy it?
No. A watchlist is a way of narrowing hundreds of funds to a handful you understand, and the decision still depends on your horizon, your tax wrapper and whether the underlying index belongs in your portfolio at all. Nothing on this site is a recommendation, and we hold no position in the funds listed.
What a watchlist is for
Its point is not to track prices day to day, which serves no purpose on a long-term holding, but to keep two or three candidates at hand while you decide. What to look at between visits is not the month's performance: it is assets, which say whether the fund is growing or emptying, and tracking difference, which says whether the manager is holding the index. Both move slowly and read well a few months apart.
What the list does not do
It sends no price alerts and does not constitute a portfolio: it knows neither your quantities, nor your purchase prices, nor your costs. Nor does it replace your broker's records, which alone hold your actual orders. Finally, a fund appearing on it says nothing about its quality: it is a list you built, not a selection by the site.
What to check between visits
Three figures move slowly enough to be worth a look months apart. Fund assets, which decide liquidity and survival. The tracking difference in the latest annual report, which shows what the fund really cost against its index. And the ongoing charges themselves, which issuers under competition occasionally cut without announcing it. The price is not one of them: it moves daily and says nothing about the fund.