Concentration Analysis

Selecting this option will show the Top 10 fund holdings concentration analysis.

 

Simply add the fund's that you wish to analysis to the active list and select whether you want the report to be shown via a HTML page or a CSV spreadsheet.

 

Once opened the page is will show the Top 1, 5 & 10 holdings with their respective holding weightings. The table also has column means to show the average of all the instruments that you are comparing.

Note: UK Units Trust & OEICs will show to the Top 100 holdings where available.