We have made numerous enhancements to the report to help you have meaningful discussions with your clients and to demonstrate the value of your advice. As part of these changes some data has been removed from the reports, including:
- information ratio
- tracking error
- max gain/loss
- positive/negative periods
- composite benchmark of funds
- rolling volatility chart
- report data in excess of five years
Please also note that when running the new transactional report and your client is invested in a model portfolio, then performance of each individual asset within the model portfolio will not be shown. Underlying performance of assets held within a model portfolio can be accessed using the model portfolio Uscan report.