Portfolio Loader
Portfolio Doctor
Please use the 'drop-down' menus above to choose the fund manager and then funds you have invested in. Click "add" and repeat the process until you have entered all your investments. Add the amount you invested into the fund to get a more accurate picture of your overall portfolio performance against the FTSE All-Share index over a three year period for easy comparison purposes.
Important notes:
The Portfolio Doctor will only work with funds that have at least a three year history.
This tool is currently for unit trusts & OEICs only.
Ready-Made Selections
Choose one of our themed fund baskets:
4 funds in one purchase at 0% initial charge
Visit the Portfolio Doctor
How are your investments really doing?
Are your funds working as a team?
Get your free diagnosis of your portfolio here and see what’s holding your £££ back.
Investor Leaderboard - Top 20
Monthly Growth:
You’ve got to be in it to win it
| Spriggs22 | +17% |
| Greylag | +16% |
| Roger Dodger | +16% |
| Smoothie1 | +15% |
| Hotsprings99 | +14% |
| Amalfi Coaster | +14% |
| Gang of four | +13% |
| Spongebob44 | +11% |
| RogerMooreandmore | +10% |
| BBQ123 | +10% |
| SmileyBuffet | +10% |
| Goodheavens | +9% |
| Stavanger2 | +9% |
| Moneyhoney91 | +8% |
| Spyglass | +8% |
| Golden Graham | +8% |
| Mothman Profit | +7% |
| Tigertiger | +7% |
| Gadzooks100 | +6% |
| 1manwenttomow | +5% |
Click on a name to view a portfolio (only available to opted in Investor Leader Board clients)
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