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Our advisory firm uses pre-defined portfolios of over 50 funds – how can I enter this quickly?


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FAQ

Question:

Our advisory firm uses pre-defined portfolios of over 50 funds – how can I enter this quickly?

Answer:

If you select each fund included in the PDP from the funds list, it could take some time to enter so many funds. To get around this on Full View, you could choose a risk-based fund instead, and enter the TER of your PDP into the ‘OCF’ field.

The asset allocation assumed when calculating investment returns on the risk-based fund will be Old Mutual Wealth’s asset allocation (calculated by Towers Watson), so this may not be an ideal solution if the asset allocation of your PDP varies significantly.

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