FundsApp

FundsApp
Individuals
Now you can track performance of your funds, with ease, in the palm of your hands.

The Problem

of complexity

leads to complacency

Tracking the performance of your pension products
— such as annuities or a Tax-Free Savings Account —

and comparing that performance to relevant indexes like CPI (inflation) is a complex and time-consuming effort.

We believe this is the main reason why many individuals simply leave it in the hands of third parties.

We Solve

using technology

so you regain ownership

After an easy Portfolio Setup process,

you'll get daily updates on past performance for your portfolio, using tables, graphs and fund selection analysis.

This way you gain knowledge in order to take back ownership of your hard-earned money and have much more constructive conversations with the third party you’ve appointed to manage your pension products.

Portfolio Performance

Numbers Person ?

View % performance of your pension fund portfolio for different time periods such as weekly, monthly, yearly etc.

Compare your performance instantly to the CPI or a second benchmark, all in one simple table.

Prefer Visuals ?

If you're more of a visual person, switch to the performance graph.

View your portfolio’s journey over time, with lines showing how it stacks up against the CPI or a second benchmark you choose.

Know Your Risk

Instant Risk Profile

Get a clear picture of how your funds are spread across asset classes.

This way you can instantly determine whether your portfolio is conservative or high risk.

Deeper Analysis

For Smarter Insights

See how each of your funds rank within its sector.

Not happy with a fund's rankin? View which other simular funds performaed better.

Compare your current portfolio to the Dream Portfolio — made up of top-ranked funds — to understand what’s working and what could be improved.

Investigate Individual Funds

Fund-by-Fund Insights

Tap into detailed info for every fund in your portfolio.
Check its past performance, compare it to benchmarks, and view its asset allocation — all in one place.

Portfolio Setup

Quick & Easy

Getting started is simple. Just enter your current funds and their allocations, and you’re ready to go.

FundsApp then does all the heavy lifting, so you can focus on making smarter investment decisions.