How can I keep track of my portfolio?

Using our Portfolio Management Service, there are a number of ways you can review and monitor the performance of your investments on a regular basis.

• Online access – You can monitor your portfolio any time, 24 hours a day, seven days a week, using our secure online account service.

Twice a year you will also receive a comprehensive, easy-to-understand statement which details all of your investments. This will include:

• Market overview – A detailed account of the events that have affected the equity and fixed interest markets over the previous six months.
• Portfolio report – More detailed information on the funds within your portfolio.
• Valuations – Shows the value of each of your accounts (for example your ISA) at a glance, as well as a more detailed account of how much is invested in each fund.
• Tax year-end reports – Your April valuation will include a disposal schedule to help you complete your tax return.

All of this means that you can quickly and easily see how well each of your investments have been performing without having to trawl through vast amounts of paperwork.