How do I view historic valuations?

For any of our Business Relief or Enterprise Investment Scheme products, you can view historic valuations by clicking on 'View portfolio' and following the steps below.
Unfortunately, we can't show historic valuations for VCT investments on the portal right now. For a historic VCT valuation, please send us a message by closing this article and clicking 'Ask'. You can also call our support team on 0800 316 2067 or email us at support@octopusinvestments.com.

Steps to see a historic valuation:

  1. Click on 'View portfolio'
  2. Change the filter date to the required valuation date
  3. Scroll down to the bottom of the page. The third figure is the portfolio value at the chosen date

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