Valuations Portal

Access real time valuations of your investments.

Check the latest unit price, valuation and your unit holdings within your portfolio (click image to enlarge).

View the asset allocation of your individual policies and your total portfolio (click image to enlarge).

Check the performance of your investments over a period of up to ten years (click image to enlarge).

View the geographical investment breakdown of your portfolio (click image to enlarge).

To access your account, click on the ‘log in’ button, or click register and fill in our registration form to get started.

 

In December 2013 I had a financial crisis which was made easy to bear thanks to the professional help and advice from the team at Cockburn Lucas. As for my investments, I would not expect anything less than the good service and advice I receive.

- Jim & Rita C, Private Clients