Portfolio Manager

Portfolio Manager is a tool that allows you to create, monitor and review portfolios you create using funds available through Sterling. You can analyse UK Life funds, as well as unit trusts and OEICs, available through Sterling.

The ability to store portfolios saves your analysis for the future, allowing ongoing monitoring and amendments.

» Access the tool

Free membership

About the portfolio manager

The portfolio manager tool is provided by Financial Express and is offered to you free of charge through this site. You can use the portfolio tool to monitor your investments on a daily basis. You can create a portfolio with the funds you are currently invested in. You may also want to build a separate portfolio containing other funds that may be of interest to you and you want to monitor their performance. Please note that you cannot buy or sell funds using this tool.

The tool tracks funds performance only and does not therefore include individual product charges or other deductions, fees or expenses. 

How to create a new portfolio

Before you can create a portfolio you need to register as a user. This is a straight forward process that requires you to specify a user name, password and provide us with an e-mail address.

To do this, use the link below and then select the 'Register' button, completing the information requested.

Your user name and password will now allow you to access the system whenever you like.

» Access the tool

Help guides

Please refer to the guides below in the event you have a query in the first instance.

Important information you should read

© Financial Express Limited ("FE") 2009. All rights reserved. The compilation of data contained herein is the copyright of FE. It may be copied only incidentally when viewing it on this website or to print single copies for internal use of those authorised to view it.

Whilst reasonable care has been taken in the compilation of the data it is not warranted to be accurate or complete and has been drawn by FE from sources which are also not warranted to be accurate and complete.

The FE compilation of data is provided at your own risk. You agree that neither FE nor Sterling as a trading name for Zurich Assurance Ltd will be responsible for any damages or losses arising from use of this information and that the Data must not be relied upon without appropriate verification.
Sterling informs you as follows: (1) no investment decision should be made in relation to any of the Data provided other than on the advice of a professional financial adviser; (2) You should not use past performance as a suggestion of future performance. It should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. You may not get back the amount you invested. Tax concessions are not guaranteed; their value will depend on individual circumstances and may change in the future. Fund performance data is based on a (bid to bid) basis and does not take into account fees and expenses which are specific to individual plans.

 
 

Sterling is a trading name of Zurich Assurance Ltd. Zurich Assurance Ltd, authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales under company number 02456671. Registered Office: The Grange, Bishops Cleeve, Cheltenham, GL52 8XX.

Sterling ISA Managers Limited, authorised and regulated by the Financial Conduct Authority. Registered in England and Wales under company number 02395416. Registered Office: The Grange, Bishops Cleeve, Cheltenham, GL52 8XX.