Existing investors – access MyAccount
Welcome to our secure online investor portal - MyAccount. This service allows you to:
- Check the valuation of your investments
- View your transaction history
- Buy and sell shares / units in our funds
- Alter your regular investment instructions
- Switch between our funds
- Tell us about certain changes to your personal details
- View details of your financial adviser (if you have one).
- For security reasons, a few functions and instructions cannot be managed online.
To access the portal, you will need to register with your Investor Reference number. This is a simple process and will only take a few minutes. Where you hold more than one type of product, you will have been allocated an Investor Reference for each one. If you have more than one Investor Reference you can use any one to register. After registering, you will only need the User name and Password you create at the time of registration. If you have any queries please contact us on 0345 113 6966.
This portal is only available to UK-domiciled private investors. If you are a corporate investor, a financial adviser, or are domiciled outside the UK please contact 0345 113 6966 for account information/dealing options.