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.