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.

 

I've been a client of Cockburn Lucas for almost 20 years and would recommend them to anybody who is looking for honest, friendly and personally-tailored advice on financial matters. Their recent award as Midlands IFA of the Year says it all.

- Mr K Warburton, Private Client