'My Portfolio' facility

If you invest in collective investment plans (unit trusts or oeics) we can now offer you the opportunity to analyse the success of your overall investment by using the Morningstar 'My Portfolio' functionality. This offers you a choice between the Transactional Portfolio and the Quick Portfolio; both of which provide details of the investment funds including recent investment returns, consideration of risk and the excellent Portfolio X-Ray facility.

The Transaction portfolio is a multifunctional portfolio tool. It keeps a record of sales or purchases that you have made, investment splits or dividends received.

The Quick Portfolio is a simple list of funds with no need to enter details of transactions made.

The information contained with in the Morningstar UK website is made available for your general information only. Inclusion of details on any particular investment fund does not represent a recommendation that investment in such a fund is suitable for your needs.

Before making any investment choice you may wish to consult us.

Although you are free to use this facility it is important you understand that no advice is provided regarding the suitability of any investment to your individual circumstances. Please consult us first.

If you decide to proceed you will leave our website and be using the website facilities offered by Morningstar UK.

Morningstar is an independent company dedicated to helping investors world-wide. They have developed tools like their star rating and investment style box, these neatly summarise information to aid your understanding. Morningstar do not provide investment advice.

To find out more about Morningstar UK click here