The model portfolio performance in the new Uscan transactional report, which is fully integrated with your clients account, includes adviser and product fees and charges when calculating performance, which is not the case in the Uscan portfolio report. Therefore the same model portfolio could appear to have different performance if viewed in a transactional report and in a portfolio report.
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Answers in this section
- Why does an income payment show when my client only holds accumulation units?
- What is included in Money Weighted Return?
- Why does Transactional Uscan show performance net of advice & platform fees?
- What types of Uscan reports are available?
- What enhancements have you made to Uscan?
- Are there any changes to Uscan that mean certain data is no longer available?
- How long does it take for a Uscan report to generate?
- Can I continue to use the platform whilst I’m waiting for my Uscan report to be generated?
- Which items are excluded if you choose to run a short version of the Uscan report?
- Can I still export the model portfolio to FE Analytics for further analysis?