As a member of Honister Investment Review Service, every 12 months you will automatically receive a comprehensive Fund Review on each* PEP, ISA, OEIC and Unit Trust fund that you register.

Here are just some of the key benefits:

Key Fund Information
Amongst the information in this section, we provide an up-to-date check on the yield (income) paid out by your fund. If you selected to have your income re-invested this will be done automatically by the fund provider to increase the value of your fund.

Aim of the Fund
The purpose of this section is to confirm what your fund is aiming to achieve.
Monitor the performance of your investment fund over the last 12 months compared to the average performance of similar funds in the same sector. We will show you exactly how £1000 in your fund has performed against the average for the sector so you can keep a check to see how your fund manager is performing.

Detailed annual performance
As well as the 12-month performance graph, we will show you exactly how the fund you are invested in compares to the average for the sector in each of the past 5 years (where possible), and the cumulative performance. This will help you to see how consistent the fund manager has been over the medium term.

Fund Ratings – The Scorecard
Honister have selected Lipper, a leading independent provider of fund analysis, to provide the “Lipper Leaders Scorecard” for our investors. They provide two measures - ‘Total Return’ and ‘Consistent Return’. For each measure, funds are scored on a basis of 1 to 5, with 1 being the best score for that measure and 5 being the worst score. This helps to indicate how well your fund is performing.

Our guide to understanding your fund review
You will be provided with a clear, concise guide to the information you receive for each fund review to ensure you can make the most of this service and make the most from your investments.

Click here to see an emample fund review