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ƒ
UNDSFOLIO
Benefits & Features
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About CommShare
Ways to invest
Unit Trusts/OEICs
ISAs
Fund Supermarkets
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Invest
Add Your Existing Funds
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Fund Prices & Performance
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Cashback Calculator
Summary of
ƒ
UNDSFOLIO
features.
ƒ
UNDSFOLIO
includes:
Your choice of funds from almost all of the UK’s fund companies.
Invest lump sums or save monthly in funds on their own, or in ISAs, SIPPs or Bonds.
Discounted initial charges - save as much as 5% instantly.
Invest online or by paper application.
Invest with fund companies or use fund supermarkets, or both.
Use of FREEPHONE number and FREEPOST address.
Annual cashbacks, paid by direct credit to your bank account. Your share of any renewal commission received from funds you include in
ƒ
UNDSFOLIO
.
A consolidated statement of your funds, updated daily, based on the number of units/shares you own at the previous month end.
Relevant and impartial information about your UK Unit Trust and OEIC funds, including past performance statistics and sector rankings.
Access to your
ƒ
UNDSFOLIO
information online for secure viewing at your leisure.
You can even use
ƒ
UNDSFOLIO
online to record details of funds where CommShare is not your agent. The valuations of these funds will be based on the number of units/shares that you enter and are priced on a daily basis.
Paper valuations and fund information by post, if you prefer not to use
ƒ
UNDSFOLIO
online. These are posted to you - on request - in January and July of each year.
Friendly and efficient service. We don’t provide advice but are always on hand with factual information to help you make informed decisions about your investments.
How much can you save?
Get Started