ƒUNDSFOLIO is for all your fund investments.

 

You could save as much as £5,725 over 10 years.

- with companies like Artemis, Fidelity, Jupiter, Invesco Perpetual, New Star and many more…

ƒUNDSFOLIO can:

  • Save you money (money you can’t save if you invest directly with fund companies) and
  • Save you time - by helping you to organise all your fund information in one place.

Arrange your funds the way you want.

  • Invest in Unit Trusts/OEICs on their own or in ISAs, SIPPs or Bonds.
  • Invest online or by paper application.
  • Hold your funds at fund companies or in fund supermarkets.

Best of all, fundsfolio doesn’t cost you a penny.

Example:

Suppose you have a portfolio of funds worth £25,000 and invest £5,000 more every year for the next 10 years.

These are the differences ƒUNDSFOLIO can make to you:

  1. Because of initial discounts, your portfolio will have grown by £3,946 more over 10 years.

  2. PLUS you benefit from cashback every year. In this example £555, £1,779 and £3,855 after 5, 10 and 15 years respectively!

  3. All your investments can be viewed in one place. This includes a valuation of all your funds and fund performance information.

Assumptions: A 4.5% discount applies to new investments, funds grow at 7% each year and the fund companies pay 0.5% renewal commission each year. (The amounts shown in this example are not guaranteed. They could be more or less than the amounts quoted).

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CommShare Ltd is Authorised and Regulated by the Financial Services Authority.

  • Contact details:
  • Marlowe House, 109 Station Rd, Sidcup, DA15 7ET
  • Tel: 020 8308 1308 | Fax: 020 8308 1304
  • email: info@commshare.com