If you are a client and create a linked account, your valuation is automatically updated with your investments from the listed plan managers. The 'Updated' column shows the last date we obtained unit information from the plan manager. The unit price and value for each investment is updated on a daily basis. In the small number of cases where a daily price is unavailable, the investment is valued at the same date we obtained unit information from the plan manager. These investments are marked with an asterisk in your valuation.
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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.
Please remember that tax advantages of ISAs may be subject to future statutory change. Eligibility to invest in an ISA and the value of tax savings will depend on individual circumstances.
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