This article is a continuation of In-House Discretionary - Platforms & Products
The Portfolio Factsheet will show the following portfolio data:
- MiFID II Costs & Charges
- Portfolio Statistics
- Portfolio Cumulative Performance
- Fund Quartile Ranking
- Moody's Asset Allocation
- FE fundinfo Asset Allocation
- Stock Sectors
- Geographical
- Top Ten Holdings
- Efficient Frontier
- Portfolio Sectors
Please note - If the portfolio contains cash, this percentage will not be reflected in the statistics and performance metrics
This factsheet can be downloaded at the top right of the screen:
For further information on Switch research, see article In-House Discretionary - Historic Performance
