AllenbridgeCare

Consolidated Valuations

Every 3 months you get a clear overview of your portfolio; how many units you hold of each fund, the selling price and their value, all consolidated on one sheet and broken down by market sectors.

Fund Analysis Sheets

Every three months we give you a thorough performance review on every fund you hold, with research based comment on whether the fund is one to hold or consider transferring.

Red Alerts

We monitor your funds monthly, looking for performance significantly different from others in the same sector, or for a detrimental change in fund manager. If on investigation we believe there is cause for concern we will write to you promptly.

ISAdirect and Fund directory

Twice a year you will receive our comprehensive investment publications. Our isadirect publication, which is sent out at the beginning of the year, looks at all the funds across the market and high lights what are, in our view, sound choices. It also gives you a list of ready-made portfolios based on level of risk and investment objectives. Fund directory is available online or on request and is designed to help you manage your portfolio.

Allenbridge Discounts

We negotiate with Fund Managers across the market to get the best terms we can on their funds. We then rebate the initial commission so that as much of your money as possible; a fund that should cost 5% buying direct may cost only 0.5% through our supermarket partner.

Allenbridge Rating Tables

For the experienced investor we provide ranking tables detailing the performance of all funds on the market. Produced monthly, they are available on request or can be viewed on the website at any time

Web Access

As a client you will be given a password to obtain access to all our fund research and publications on our website as well as your account valuation.