Organising all your fund information can be hard work, and often frustrating. So, quite simply, we do a lot of the work for you.
You get the benefit of the information - without the time and the effort.
This information is available free online and can be sent to you on request twice a year in an easy to read report.
It will help you monitor your investments and cut down your paperwork hugely.
Your ƒUNDSFOLIO information includes:
*Includes funds from 30 fund companies, Cofunds and Fidelity FundsNetwork. Any missing funds can easily be added to your ƒUNDSFOLIO online.