Investor Portal Guide

Investor Portal provides you with a new, easy-to-use and intuitive way to view your financial information. Investor Portal is a cloud-based web service. This means that you can open it from any device that has an internet connection: desktop, laptop, tablet, phone, or smart TV.


Investor Portal is designed to be mobile friendly, giving you online access to up-to-date information about your investment portfolios: valuations, asset breakdowns, performance charts, and more.


You can still access the existing online portfolio functionality for more a detailed summary of transactions, income and reporting by clicking on the 'Platform & reporting' button.


A copy of the Investor Portal Guide is available here.