Welcome to the FundStore
‘FundStore’ is the new name for the ‘Chelsea Portfolio’ – we think this better reflects the benefits of our fund supermarket, which combines Chelsea’s service with Cofunds’ expert administration.
In a little more detail: Chelsea and Cofunds are separate companies. Chelsea introduces you as a client to Cofunds, who have the systems, the expertise and the financial backing to safeguard and administer your investments.
There will be no change to your online access and you will be able to log in as normal and view your account online.
Invest & Manage Online
- Free online dealing - No additional dealing costs (including switching between funds at 0% charge)
- Investment ISA - Lump sum or monthly savings, select one of our EasyISA portfolios, or choose from more than 1,700 funds
- Investment funds (non-ISA) - Use our tools and research to diversify your portfolio
- Monitor performance - Keeping track of your portfolio means you're always in control
- Access 24 hours a day, 365 days a year - No need to wait for a statement in the post to get valuations
We believe that holding all your investments in one place is the best way to manage your investments. And we don’t just recommend FundStore to our clients – it’s where our staff keep their own investments.
Whether you’re starting out with £50 per month into your first ISA, or have a large portfolio, the FundStore is the easiest way to manage your investments. Here’s an overview of the benefits:
Chelsea clients can switch into all available funds at 0% charge
CHELSEA FUND REVIEW
Our research team provide fund commentary, Chelsea Risk Ratings (from 1 to 10) and a buy/hold/switch rating, with your valuation statement, on over 350 of our most widely -held funds. Our Fund Review is also available online.
99% of the funds on FundStore are available at 0% initial charge within an ISA.
A MORE FLEXIBLE ISA
Your annual ISA allowance can be invested across different funds and fund providers in the
same tax year, giving you more choice and enabling you to spread the risk of your investments.
All your investments are under one roof so the amount of paperwork you receive will be greatly reduced. Online clients can also get all the information they need 24/7 via the FundStore website.
The Chelsea Junior ISA is here. Choose from more than 1,700 FundStore funds or select one
of our Junior EasyISA portfolios. Click here to read more.