Investment performance

Old metal watering can

Watching your investments

You'll need to keep a close eye on your investments to check they're doing what you need them to do.

  • If markets dip, you can limit the damage to your savings
  • If you spot potential, you can take advantage

Monthly performance updates

The documents below provide performance information for our range of funds and portfolios:

You should consult with an adviser before you make any changes to your investment, and remember that the value of your plan can go up as well as down, and you may get back less than you originally paid in.