Automatically track Luxembourg funds with Sharesight

With Sharesight, you can track over 80,000 Luxembourg investment funds, making it easier than ever to track the performance of your global investments. This is in addition to Sharesight’s existing support for leading global markets such as the London Stock Exchange (LSE), New York Stock Exchange (NYSE) and Nasdaq, along with more than 40 other key markets. With the option to track investments across different asset classes, markets, currencies and brokers, Sharesight is the ultimate tool to track all your investments in one place. To learn more about how you can track your Luxembourg funds using Sharesight, keep reading.

Why you should track your Luxembourg investment funds with Sharesight

Sharesight supports all Luxembourg investment funds covered by Morningstar price data — over 80,000 — which will continue to grow as additional funds enter the market and are included in the Sharesight database.

As you add Luxembourg investment funds to your portfolios (details below), you can get the full picture of your investment performance by viewing your funds with the rest of your holdings, whether they are stocks, ETFs or even custom investments such as property. This makes it easy to see the impact of specific investments as part of the overall return of your portfolio.

On Sharesight’s portfolio overview page, you can see the performance of your Luxembourg investment funds alongside the rest of the assets in your portfolio.

For greater insight into your portfolio’s performance, you can also access a range of powerful reporting tools, such as the contribution analysis report. Available to customers on Sharesight’s Investor or Expert plan, this report is one tool you can use to see how your Luxembourg investment funds have contributed to your portfolio’s overall performance over any chosen period. The screenshot below, for example, shows the report being run on a US investor’s portfolio, with Luxembourg investment funds contributing -2.53% or -$3,528 to the portfolio’s overall return during the current financial year (at the time of publishing).

By running Sharesight’s contribution analysis report, you can see the impact of Luxembourg investment funds on your portfolio’s overall return over the date range of your choice.

How to track Luxembourg investment funds in Sharesight

1. Sign up for a FREE Sharesight account.
2. Add your holdings to your portfolio(s) by searching for the fund’s name or ISIN code in the FundLU market. You can also use the Sharesight file importer to bulk import trades to your portfolio.
3. Sharesight converts the prices and valuations of your holdings from their listed market to your portfolio’s base currency. It also automatically calculates any currency fluctuations on a daily basis and backfills past distributions (and continues to add new ones as they are announced).

Knowing your fund’s unique ISIN identifier will make it easier to import your trades to Sharesight.