-
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...
-
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...
-
This article is a continuation of In-House Discretionary - Special Deals Once a Special Deal has been created against a product in an In-House Discretionary portfolio, you can amend the details if needed. Navigate into the portfolio and click ...
-
A Special Deal can be created under a Platform/Off-Platform product assigned to an In-House Discretionary Portfolio. Navigate to the Platforms & Products tab in the In-House Discretionary Portfolio: Click/maximise the product you would ...
-
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...
-
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...
-
This article is a continuation of In-House Discretionary - Funds The compliance tab can be found within In-house discretionary portfolios. Compliance can be found in the tabs at the top of the portfolio, as seen below: This area allows ...
-
This article is a continuation of In-House Discretionary - Create a Portfolio Add funds through the fund search box: (Your portfolio must total 100% allocation in order to be risk rated and saved. If you have not fully allocated your portfolio...
-
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 ...
-
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:...