Portfoliofocus Essentials

Portfoliofocus Essentials offers a simple, straightforward service that allows you and your financial planner an easy way to plan, choose, manage and track your investments. It means you have less administration and greater investment choice at competitive prices.

The service enables you to enjoy the convenience, flexibility and control of dealing with one quality provider, keeping you informed of your financial position, You can invest in a range of competitively priced investment options from a range of leading fund managers specially chosen to provide a diversified range of investment styles across all major asset classes.

Portfoliofocus Essentials offers;

  • No small account/transaction fees – great for investors with smaller balances
  • One simple, bundled pricing structure
  • Quarterly income distribution
  • Simplified statements that are easy to understand