- with companies like Artemis, Fidelity, Jupiter, Invesco Perpetual, New Star and many more…
ƒUNDSFOLIO can:
Arrange your funds the way you want.
Best of all, fundsfolio doesn’t cost you a penny.
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:
Because of initial discounts, your portfolio will have grown by £3,946 more over 10 years.
PLUS you benefit from cashback every year. In this example £555, £1,779 and £3,855 after 5, 10 and 15 years respectively!
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).