Need help? Call Free 0808 1005045 (Mon-Fri 9am-5pm)

Now see how all your fund investments are doing – free, instantly and securely

In just a few minutes you'll be able to see the value and performance of all your UK Unit Trusts and OEICs in one easy to use account - FUNDSFOLIO.

This will save you time, frustration… and maybe money too - but we'll come to that in a moment.

All you need is a valid email address, and the service is free no matter how you arranged your investments - directly or through brokers - and no matter where they are held, at fund supermarkets or with fund companies.

And don't worry we won't send you lots of marketing emails (we hardly ever send them anyway). Nor will we pass your details to anyone else. In fact after you've registered your account you can tick one box and we'll never bother you at all.

All this free for you - when you register for your FUNDSFOLIO account

  • A valuation of all your UK Unit Trust and OEIC ISAs, funds, shares and fund supermarket SIPPs and Investment Bonds in one place.
  • All the prices are updated daily and you can view your information on-line anytime by Plan Manager, Fund Manager, Product or Fund so you can compare performance.
  • All the latest prices and past performance information are tailored to your own portfolio.

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.

How does it work?

It depends on whether you are our client or not. If not, you'll have to enter details of your funds and shares and keep the number of units/shares you own up to date yourself. But the good news is we've made it easy for you to do.

If you are our client, or become one, it's even better. 35 fund companies and fund supermarkets send us details of your investments for us to keep up to date for you. We use all this information, plus daily prices for funds and shares and any information you add yourself to calculate daily valuations and performance figures for all your holdings - saving you time and effort.

What FUNDSFOLIO doesn't give you

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 as we’ve said, we don't keep the funds or number of units/shares you own up to date, unless you are our client.

All you need to do is enter your email address below then we'll send you a confirmation email with a link that you need to click to finish registering your account.

Why FUNDSFOLIO is free - even if you’re not our client!

We’re happy to give you complimentary use of FUNDSFOLIO, even if you’re not our client, for two simple reasons.

First, if you find it helpful, there's a good chance you'll be interested in our other services. Second, it gives you the opportunity to experience the quality of our services.

We think we're different – we're not pushy, we let our service speak for itself. We're big enough (over 20,000 clients at the last count) to inspire confidence but small enough not to have lost that personal touch. If you want to check for yourself, call us during normal office hours (9am-5pm). You can use our freephone number 0808 1005045 if you want.

We promise to treat your personal information in the strictest confidence. We never pester clients with lots of marketing emails, pass or sell information to any third parties. And if we do send you emails, you can unsubscribe at any time.

We’re sure that like so many thousands of others you'll find FUNDSFOLIO genuinely useful. But do let us know what you think – especially if there's any way we could improve our service.

And if you have any questions, please don't hesitate to call or drop us an email.

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, 16 Hatherley Road, Sidcup, Kent, DA14 4BG
  • Tel: 020 8308 1308 | Fax: 020 8308 1304
  • email: info@commshare.com

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