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Latest investment information

Find the latest information on your investments, whether it's our latest fund prices or details of our bonus rates.

What can we help you with?

If you're looking for our latest fund prices, you'll find them here, alongside our fund value calculator that lets you see an illustrative value for the funds you hold.

For our latest fund reports and information about making additional investments. 

Find out how we manage our With-Profits funds to make sure that we're treating our customers fairly.

Information about the asset mix and investment returns of our With-Profits funds. 

Details of our bonus rates across each product type, including business acquired by Scottish Friendly.

Download the latest Scottish Friendly Governance Advisory Arrangement. This was formerly the the Mobius Life Governance Advisory Arrangement.

Looking to manage your ISA?

It's easy to start managing your ISA online with My Plans. If you need some help getting things done, or aren't sure where to start, we've lots of FAQs and tutorials to get you going.

Need help?

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