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See how much we can save you on your ISA

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Complimentary fund brochures

Request fund brochures from the UK's best known investment companies and we'll send them to you free - 1st class - no obligation.

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Do you already have funds in ISAs?

Say you already have ISAs worth £20,000 where CommShare isn't your agent. How would you like to be £424.76 better off over the next 8 years. Just appoint us as your agent - it's free and easy. Find out more here.

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View all your funds in one place - FUNDSFOLIO

Save time, hard work and frustration

Organising all your fund valuation and performance information can be hard work, and often frustrating. So, quite simply, we do most of the work for you.

FUNDSFOLIO is our free online account that lets you view the value and performance of all your ISAs, funds and fund supermarket SIPPs and Investment Bonds in one online account - regardless of where they are held.*

Your free FUNDSFOLIO account includes

  • A valuation of all your funds and shares. Unit and share prices are always up-to date and you can view your valuation by Plan Manager, Fund Manager, Product or Fund.
  • Access to fund prices and past performance information instantly.
  • If CommShare arranges your investments, or you appoint us as your agent for investments you already have, we keep your funds and the number of units you hold up-to-date for you.
  • You can easily add other funds and shares to your FUNDSFOLIO account yourself.
  • Save time and effort with one login - there’s no need to log in to different websites to view your investments.
  • **New** View different FUNDSFOLIO accounts with one login. You can view someone else's FUNDSFOLIO from within your account - with their permission of course.
  • **New** View details of renewal commission received, cashback payments and your personal details and preferences.
  • Details of special offers only available to FUNDSFOLIO account users.

Use FUNDSFOLIO with our compliments...

CommShare doesn't have to arrange your investments. You can add details of your own funds and shares and we’ll keep your valuation up-to-date with the latest fund and share prices.

How does it work?

At the end of every month over 30 fund companies and fund supermarkets - including all the best-known ones - send us updates about the funds our clients hold.

We use this information, together with any information you add yourself and daily prices for funds and shares to provide daily valuations and performance figures for all your holdings.

You can't buy, switch or sell your funds or shares through your FUNDSFOLIO account - it's an information only service. If you want to deal online, you can use Cofunds or FundsNetwork and deals will be reflected in your FUNDSFOLIO account after they send us updates at the end of the month.

* All the best-known fund companies are included, plus Cofunds, FundsNetwork and Skandia Investment Solutions fund supermarkets.

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

CommShare doesn't give investment advice. If you're unsure about suitability, you should seek professional advice. Past performance of an investment is not a guide to future performance. The value of investments or income from them can go down as well as up. You might not get back the amount you invest. Current tax levels and reliefs will depend on your individual circumstances.

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