My Portfolio

We have created the 'My Portfolio' tool to allow you to keep track of your investments.

You can do this not only with investments you hold with us, but also any unit trusts/OEICs you hold with other investment houses; major stocks on the London Stock Exchange; and even other items of value that make up your total worth. You might want to add your property and anything else that you have bought with a view to investment.

Once the unit trusts/OEICs have been entered into My Portfolio, we will automatically update their value each day showing you which funds have gone up and which have gone down, and how the value of your investments have changed since the day you purchased them.

Please feel free to create your own user account and use the facility in a way that best suits your needs.

To ensure nobody else can access your portfolio, we have put in place a password system. This means that you need to create your own user name and password, before being able to access this system. Please make sure that you remember your password and do not communicate it to anybody else. If you forget your password, there is a facility for it to be emailed back to you.

Click here to enter My Portfolio.