This article is a continuation of Generic Funds - Asset Class
Edit details of a generic fund through the Holdings> Underlying Assets area:
Either click into the Fund or use the drop down arrow to the right of the fund.
Editing a fund within the fund record
Click into the fund:
Click Edit at the top right of the screen:
Amend details of the fund and Save
Editing a fund through the underlying assets area
Click into the drop down arrow to the right of the fund:
Edit
Amend details of the fund and Save
For further information on generic funds, see article Generic Funds - Deleting a Fund
