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The valuations section of our site allows you to see the current value of your investments. In order to make full use of this facility you should be registered for online access to your details though it is possible to enjoy limited access to these facilities without this.
The valuations provided are for investments from two sources; information for holdings that are provided to us by plan managers, and information for additional holdings provided by you. Please click here for more information.
Many of the investments made through us will be reflected in the information provided to us by plan managers. However, there may be some investments made through us that are not reflected in this manner (currently we do not have online access to information from all the investment companies). In these circumstances and where you hold additional investments outside our agency, you can still add these other investments to your online portfolio to provide a more comprehensive view of the value of your investments.
If you still hold investments outside our agency which you believe would benefit from inclusion in the ‘automatically updated valuations’ category, why not complete an ‘Agency Appointment Form’ online. It won’t take more than a few minutes and you could receive up to 0.5% cashback of the value of investments transferred to our agency! (See appoint us section for more details).
About performance »
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.
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How to add, edit and delete »
This page allows you to edit the holdings that you have listed for valuations. There are three sections to the page, the 'Fund Manager Selection' section, the 'Summary of Holdings' section, and the 'Summary of Changes' section.
The 'Fund Manager Selection' section allows you to browse through the funds that we can provide valuations for. In order to add a fund, select the fund that you want to add, enter the number of units that you have invested, the type of holding that it is (e.g. ISA), and the Plan Manager for the fund, the click on the 'Add Fund' button.
The 'Summary of Holdings' section provides a summmary of the holdings that you have listed for the currently selected Fund Manager. These holdings are divided into two sections: those that are provided to us by Plan Managers (and therefore are not available for editing by you), and those that you have provided details of (and therefore that you can edit).
The final section of the page ('Summmary of Changes') displays a summary of the changes that are to be made to your holdings. These changes are presented in tables of holdings to add, holdings to edit, and holdings to delete. If there are any entries in these tables that you do not want included in the changes then simply click on the 'Cancel' button for that holding and it will be removed from the table.
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