In addition to viewing the current value of your investments in one convenient place, you can also monitor the performance of your funds.
For each fund included in your valuation, you can view the performance of your fund over 1, 3 and 5 years and compare its performance over these periods to the sector average. You will also be able to see the position your fund has achieved in its sector over each of these key periods together with its quartile ranking.
If your fund is consistently ranked in the 3rd or 4th quartile over 1, 3 and 5 years, then its position within its sector over these periods has been consistently below average. If your fund falls into this category, we recommend that you review its performance in the light of this information.
If you are unsure whether or not to take any action as a result of the information provided in the fund performance section of this website, or require information on the courses of action open to you, you should seek professional independent advice.
Information about associated accounts and how to add them, remove them or edit their permissions.
Associated accounts help
Help with viewing the current value of your investments.
Valuation help
Help with using the portfolio scanner to analyse your portfolio.
About portfolio scanner
How to add, edit and delete holdings within your portfolio.
Editing your portfolio help
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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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