Portfolio tool

Track your funds

This tool allows you to keep track of your funds and monitor unit trusts and OEICs managed by other asset managers as well as individual shares, life and pensions policies and items of value that make up their total worth.

Login and insert your details. (Please note, when adding Henderson funds by manager, use the first Henderson entry in the drop-down list for investment trusts, and the second for other Henderson funds).

Take our survey

We are currently reviewing this Portfolio Tool service, in order to assess whether it is continuing to meet the needs of investors. We are aware that investors’ needs change over time and this service was launched several years ago. There are now a number of more advanced online portfolio services available, free of charge.

We would value your feedback, and if you are a registered user of the service with a valid email address you should have received an email from us asking if you would be willing to take part in an online survey about the service. Alternatively, if you have not received an email and would like to take part in the online survey, please click here