You are here: Home - Investing -

3.7m in the dark over their equity ISA performance

Written by:
Half of those investing in equity ISAs could be losing money to bad performance without even knowing it

More than 7.5 million people in the UK invest in tax-free equity ISAs, most of which are run by fund managers. But half of them do not keep track of how the stocks and shares they have invested in are performing.

New research published by online investment service Rplan has revealed that 3.7 million people have little or no idea how their funds are performing.

In response to this Rplan has launched two new tools for monitoring ISA funds:

The first tool is called ‘What’s my number?’ and tells you how your portfolio of funds is performing, what charges you are paying and what level of risk you are taking. These numbers provide a yardstick by which you can monitor and understand how your investment is doing.

The second tool reviews all the funds you have and tells you if any are performing particularly badly relative to their peers. If you do have any of these ‘dog funds’ in your ISA, then the Rplan tool provides a useful list of similar funds that are performing at the very top of their game. Both of these tools are free to use, and you don’t have to move your funds to Rplan to continue to use them.

Both can be found at

Related Posts


Tag Box

There are 0 Comment(s)

If you wish to comment without signing in, click your cursor in the top box and tick the 'Sign in as a guest' box at the bottom.

Five ways to get on the property ladder without the Bank of Mum and Dad

A report suggests the Bank of Mum and Dad is running low on funds. Fortunately, there are other options for st...

The essential Your Money guide to the April 2018 tax changes

As we head into the 2018/19 tax year, a number of key changes take place to existing policies while some new i...

A guide to switching energy provider

All you need to know about switching from one energy supplier to another.

What will happen if rates change

How your finances will be impacted by a rise in interest rates.

Regular Savings Calculator

Small regular contributions can build up nicely over time.

Online Savings Calculator

Work out how your online savings can build over time.

Having a baby and your finances: seven top tips

We’re guessing the Duchess of Cambridge won’t be fretting about maternity pay or whether she’ll still be...

Protecting family wealth: 10 tips for cutting inheritance tax

Inheritance tax - sometimes known as 'death tax' - can cause even more heartache for bereaved families. But th...

Travel insurance: Five tips to ensure a successful claim

Ahead of your summer holiday, it’s important to make sure you have the right level of travel cover or you co...

Money Tips of the Week

Read previous post:
Enhanced consumer protection proposed

New proposals would allow the courts to better protect consumers when their rights are breached.