- Development of portfolio value
- Risk analysis
- Spread of your portfolio
- Overview of cashflows
- Details of cash flows
- Pension saving
- Investment plans
Compare the spread of your portfolio with that of your target portfolio at any time.
If you click on an asset class in the diagram, you'll see how much you have invested in that asset class.
The outside ring illustrates how much the target portfolio would invest in an asset class.
The green part shows how much you've actually invested.
Details of investment plans
View details of a selected investment plan and do things like find the term, automatic orders and funds you invest in.