Investments

How do I track the performance of my investments?

Once your money is invested you can use the Accounts tab to view the performance of your units.

In Accounts > Select account > Breakdown you can see your total contributions into your account, as well as your investment gains/losses independent of Moneybox+ rewards and LISA bonuses (if applicable).

This figure is updated daily, typically by 9am on weekdays and 12pm on weekends, with the value from when the markets closed the previous evening. Your balance will include these gains/losses to show an up-to-date valuation of your account.

You can also tap on each of the funds in the Accounts tab to track their individual performance.

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It's important you know

Capital at risk. All investing should be for the longer term. The value of your investments can go up and down, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in the future.

A 25% government penalty applies if you withdraw money from a Lifetime ISA for any reason other than buying your first home (up to £450,000) or for retirement, and you may get back less than you paid into your Lifetime ISA.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Payments you make into your pension won’t be accessible until the minimum pension age (currently 55, increasing to age 57 from 2028). Tax treatment depends on individual circumstances and may be subject to change in the future.

For Business Saver: T&Cs apply. Max one withdrawal per day.

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