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Model portfolios

question

  • What happens to cashflows into and out of a model portfolio that includes a suspended fund?
    Cashflows in will trade around the suspended asset and will be proportioned across the other hold... January 14, 2021 16:29
  • My model portfolio contains a suspended fund. How do I remove the suspended fund from the model portfolio, so I hold only unsuspended funds in the new version of the portfolio?
    When you edit the model, you will need to delete the suspended asset and replace it with a new ho... January 14, 2021 16:29
  • My model portfolio contains a suspended fund. How do I edit my portfolio, reduce the holding in the suspended fund and move clients to the new model portfolio?
    When you edit the model portfolio you will need to reduce the holding in the suspended fund to th... January 14, 2021 16:29
  • My model portfolio contains a suspended fund. How do I edit my portfolio and move clients into the new version, whilst retaining the suspended fund?
    When you edit the portfolio, you will need to make sure you keep the suspended fund holding. This... January 14, 2021 16:30
  • My model portfolio contains a suspended fund. How can I rebalance my portfolio?
    When you submit an instruction to rebalance your model portfolio, the system will automatically i... January 14, 2021 16:30
  • Who can access and edit model portfolios?
    For completely new models, the creator determines who can access and edit them.If the owner of th... August 06, 2020 11:16
  • How are deposits into or withdrawals from a model portfolio treated?
    The default option for deposits is for the deposit to be invested in line with the model allocati... August 06, 2020 11:16
  • Can I upload an excel document containing my chosen funds for investment and asset allocation?
    Yes. You can upload a list of funds using a spreadsheet that includes ISIN codes, where you have ... August 06, 2020 11:16
  • Will cash held within my model portfolio be used to fund fees and charges?
    Fees and charges will be deducted from cash held within your client’s wrapper (where available). ... August 06, 2020 11:16
  • Can I switch one asset only within a model portfolio?
    Yes. Our active edit switch functionality allows you to replace assets in a model portfolio on a ... August 06, 2020 11:17
  • Can I select a specific asset within a model portfolio for disinvestment to pay income or one off withdrawals?
    A model portfolio is treated as a single asset and whilst it can be used to pay income, it is not... August 06, 2020 11:17
  • Can I select a specific asset within a model portfolio to fund fees and charges?
    A model portfolio is treated as a single asset and whilst it can be used to fund fees and charges... August 06, 2020 11:18
  • Can I unlink a client from a model portfolio?
    If you wish to move a specific client’s assets from inside a model, you can do so by unlinking th... August 06, 2020 11:18
  • Will my clients see the names of my model portfolios on their documents?
    Yes. Previously the names of model portfolios were not visible in client documentation. On the ne... August 06, 2020 11:18
  • Can I hold exchange traded investments inside a model portfolio?
    Yes, you can hold any assets available inside a model portfolio. If you choose to hold exchange t... October 22, 2020 14:17
  • Can I hold loose/satellite assets alongside a model portfolio?
    Yes, you can now hold multiple model portfolios or discretionary managed portfolios in the same t... August 06, 2020 11:19
  • Can I hold multiple model portfolios within the same tax wrapper?
    Yes, you can now hold multiple model portfolios or discretionary managed portfolios in the same t... August 06, 2020 11:19
  • Can I replace individual funds within a model portfolio without having to rebalance the rest of the portfolio?
    Yes. Our ‘active edit’ switch functionality enables you to replace individual funds on a one-for-... October 22, 2020 14:01
  • What switching options do you have available for managing model portfolios?
    Our switching options give you full control over your clients’ investments, with multiple options... October 22, 2020 11:33
  • Can I add automatic rebalancing to my model portfolios?
    Yes. Automatic rebalancing now operates at model portfolio level, rather than client level, and c... October 22, 2020 13:56
  • How does the ‘align to target’ functionality work?
    This selectable option naturally rebalances your model portfolios whenever money flows in or out ... October 28, 2020 14:35
  • Why does the name of my model portfolio contain my client’s name?
    On the new technology platform, automatic rebalancing now operates at model portfolio level, rath... October 22, 2020 11:24
  • When I edit my model portfolio it creates a new version of the model portfolio, why?
    This is version control for your model portfolios. It will make it easier for you to see which cl... August 06, 2020 11:21
  • Will my existing model portfolios be migrated over to the new system?
    Yes. We will ensure your models and linked accounts are moved to our new technology platform.You ... October 21, 2020 16:09
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