In the ‘important information’ section, the following wording appears: ‘Past performance for the funds marked ^ has been based on prices that include simulated values’. This refers to funds that are showing performance history which has been calculated by using an older version of the fund. This is useful where a particular share class is fairly new, but where there are other share classes that have a longer performance history.
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- 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?