Performance Reporting 
What is the Wealth Focus Investment Service?
- It is a consolidated investment and provisional tax reporting service detailing all your investment valuations, capital gains and income.
- It is made up of listed & unlisted managed funds, share trading (BETA), CMTs, Wraps and Master Trusts.
- Our administration and reporting service enables you to hold all your investments under one roof, reducing the need for several logins for day to day valuations and end of year tax reporting.
- Leading fund discounts, annual savings on managed funds and low cost share trading.
- One valuation and reporting service for all your holdings saves you time and increases your control.
- Independent expert research to help you choose and maximise returns.
Find out more about The WF Investment Service
Sample Report
Why the WF Investment Service?
- Initial savings of up to 5% plus annual savings on your managed funds means higher fund values and more money in your pocket.
- Simple, low-cost share trading*.
- Over 10 years experience listening to private investors, helping them choose and maximise returns from investments. You can speak to experts.
Find out more about The WF Investment Service
