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The Royal London Governed Portfolios and GRIPS are no longer supplied by FEFundInfo in our fund feed. They have been replaced by the unitised funds below in order to streamline the selection process for advisers. The unitised funds will display the...
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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 Fun...
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This article is a continuation of In-House Discretionary - Asset Allocation In an In-House Discretionary Portfolio, you are able to add Platforms and Products that the product can be purchased through. Use the Search box to find availa...
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This article is a continuation of In-House Discretionary - Portfolio Factsheet Within the In-House Discretionary Portfolio, Historic Performance can be added: Historic unit prices can be added to the portfolio to record the performance befo...
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This article is a continuation of In-House Discretionary - Compliance Tab The Asset Allocation tab allows you to view the Fund Asset Allocation, Fund Risk Summary and Portfolio Asset Allocation information. Portfolio Asset Allocation can b...
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Fund based Model, Bespoke and MPS portfolios can be exported into a CSV file containing a list of the fund codes and weightings. Navigate to a Portfolio: Click into the dropdown arrow on the top right of the screen and select Export Funds:...
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Cash is not included in portfolio fact sheets and will not be reflected in the statistics and performance metrics. You will see an amber warning at the top of the fact sheet to explain the cash percentage within the portfolio: There will also...
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Bespoke Portfolios differ from Model Portfolios in Synaptic Pathways. Model Portfolios are used over multiple clients and Bespoke are used as a one off portfolio on a client by client basis.
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Portfolio Builder has a Fund Weighting to Risk Category Resolver. This allows you to enter funds into the portfolio, and set what Target Risk Category you would like to achieve. Click Find Weightings: Select the Target Risk Cate...
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Create In-House Discretionary portfolios under the Portfolio Builder tab. Click into the Portfolio Builder tab and select New or use the drop down arrow to create a New Portfolio: Click In-House Discretionary and ...