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Online Valuation

Track your investment online

You can find out the value of your investment online by logging in to our secure server. The service is available between 8am and 8pm from Monday to Friday, and from 8am to 1pm on Saturday.

You will need your Customer ID and PIN to login. If you don’t have a Customer ID and PIN, you can register using our simple form.

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Your choice of investments

Our OEICs and ISAs allow you to invest your money in a range of investment funds. You can invest monthly or by single payments in our OEICs and ISAs at any time.

You can switch between funds if you want to, although there may be a charge for switching.

What's more, OEICs and ISAs normally give you access to your investment as and when you need it. We do recommend that they should be viewed as medium to long-term investments (at least 5 to 10 years). Please also remember that their value is not guaranteed and will fluctuate.

If you are invested in a fixed term product, such as the Capital Protected fund, please see your product literature for further details.

If you want to benefit from certain tax advantages from your investment, then an ISA may be the answer for you. The value of the tax advantages of an ISA will depend on your individual circumstances which can change. Tax rules can also change.

An OEIC is a pooled investment structured as a company in which investors can buy and sell shares. We have a wide choice of OEIC sub-funds for you to choose from.

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