Portfolio Manager is a powerful tool that allows you to create, monitor and review your Zurich pension portfolios online. If you have a Sterling Investment Bond, ISA or Investment Account, you can also include your Sterling UK life funds, unit trusts and OEICs in your portfolio.
The ability to store portfolios saves your analysis for the future, allowing ongoing monitoring and amendments.
» Access Tool
Please note the tool only tracks funds performance and does not therefore take into account individual product charges, fees or expenses.
Free membership
About the portfolio tool
The Portfolio Manager tool is provided by Financial Express and is offered to you free of charge through this site. You can use the portfolio tool to monitor your investments on a daily basis. You can create a portfolio with the funds you are currently invested in.
You may also want to build a separate portfolio containing other funds that may be of interest to you and you want to monitor their performance. Please note that you cannot buy or sell funds using this tool.
How to create a new portfolio
Before you can create a portfolio you need to register as a user. This is a straight forward process that requires you to specify a user name, password and provide Financial Express with an e-mail address.
To do this, simply use the ‘Access Tool’ link below and then select the 'Register' tab at the top of the login page, complete the information requested and press ‘submit’. Once you’ve done that, you’re ready to go. Your user name and password will now allow you to access the system whenever you like.
» Access Tool
Help guides
Please refer to the guide below in the event you have a query in the first instance.
» User guide
