Investments we can add for you

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.

Plan ManagerUpdated
Aberdeen31/07/18
Allianz Global31/07/18
Artemis Limited31/07/18
Aviva31/07/18
AXA Framlington31/07/18
Baillie Gifford31/07/18
Black Rock29/06/18
Capita31/07/18
Cofunds13/08/18
Columbia Threadneedle31/07/18
F & C Fund Management31/07/18
Fidelity FundsNetwork31/07/18
First State30/09/16
Fund Partners Ltd31/07/18
Fundsmith LLP31/07/18
Henderson Global Investors31/07/18
Invesco Perpetual31/07/18
Investec31/07/18
JP Morgan31/07/18
Jupiter31/07/18
Legal & General31/07/18
Legg Mason Investment Funds31/07/18
Liontrust Investment Funds31/07/18
M & G Group31/07/18
Man Fund Management31/07/18
Marlborough Fund Managers31/05/18
Neptune31/07/18
Newton31/07/18
Old Mutual31/07/18
Rathbone31/07/18
Schroder Investments31/07/18
Scottish Widows31/07/18
Standard Life Investments31/07/18
SVM Asset Management Limited31/07/18
UBS31/07/18
Unicorn31/07/18

Investments you can add yourself

View the list of companies you can add to your portfolio.

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