Fund monitoring and valuation

An important part of our service is to ensure that once invested through us, we help you keep track of the valuation and performance of your investments. We do this in various ways. Firstly, we will automatically send you regular six-monthly fund monitoring and consolidated valuation reports, free of charge. We also encourage you to set up a free online account so that you can view your investments in one consolidated view online, including their values, updated on a daily basis and their comparative performances over different time periods. You can also view and edit personal information securely, once logged into your account.

We understand that not everyone has access to the internet which is why we not only send these reports six-monthly, we are also happy to send printed reports at any time to our clients available on request. These reports will help you keep track of the performance of your funds and act as an aid when making decisions about your investment strategy.

The reports include any investment funds you hold through us with one or more of the following companies which you can view by clicking here. You can also add your own investments with our online account even if they are held elsewhere. These can also include individual shares. For a full list of these fund companies please click here.

These companies represent the vast majority of our clients' funds but we are always working hard to add more if possible.