How are my funds performing | Manage my investment |Zurich

How are my funds performing?

Get the latest unit prices and see how your funds are performing with the Zurich FundTracker.

Investment plans

To use the FundTracker you will need your latest statement to hand.

Once you are in the FundTracker you can search by:

  • Fund name
    or

  • SEDOL number if one is shown on your statement funds
View your funds

Things to consider

  • If you've switched funds after you last statement date you can still select the new fund however, the unit price at the statement date will not be correct.

  • Fund prices are updated daily or weekly and the latest price shown will be the most recent price for that fund.

Can't find your fund or want to get a more detailed valuation?

Some funds on the FundTracker may not quite match up with how they appear on your statement.

If you are having problems finding your fund(s), or if you want to get a more detailed valuation or projection, please contact us.

phone 0370 333 1500

If your plan starts with P3, please contact us on 0370 241 6950 to find out how your funds are performing.

Our lines are open Monday to Friday 8.00am-6.30pm and Saturday-9.30am-12.30pm, excluding bank holidays.

We may record or monitor calls for training and quality purposes.

Manage my investments

Switch my funds

If you want to take a bit more risk in exchange for better potential growth, or take less risk to try and safeguard your money, we could have a fund that suits your needs.

Understand investment charges

Find out about the various charges and expenses that apply to the funds you invest in.

Latest investment commentary

View last months commentary.

Change my plan details

So your plan can adapt with your needs, we offer options that may help like switching funds, changing your payments, or taking money out.