Elson Associates - Fund Manager Valuation List

Fund manager valuation list

One of the benefits of setting up an online account with Elson is the convenience of being able to view your portfolio of investments in one place, the values of which are updated on a daily basis.

If we already act as your agent on your investments, then we'll be able to provide valuations automatically on many if not all of these investments. The fund manager list entitled Investments we can add for you is a list of all the companies for which we can provide this service. These companies represent the vast majority of our clients' investments.

You may hold investments with companies not in this list or outside our agency. You may also hold single company shares. Our online valuation service allows you to include these investments as well to give you a comprehensive, consolidated view of all of your unit trust, OEIC and share investments. This second list is entitled Investments you can add yourself.

Please note that whist you can edit investments you have added yourself, you will not be able to edit investments we have added automatically for you.

Investments we can add for you

View the list of fund managers we add and update automatically.

Click here

Investments you can add yourself

View the list of companies you can add to your portfolio.

Click here

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Elson Associates does not offer advice as to the suitability of investments. If you are unsure whether an investment is suitable for you, you should obtain expert advice. Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.

Elson Associates plc, 5 Queen Street, Kings Hill, West Malling, Kent, ME19 4DA | Freephone: 0800 0961111

Authorised and Regulated by the Financial Conduct Authority

Registered in England No. 3595128