This article is a continuation of Portfolio Builder - Compliance Tab
The Portfolio Factsheet will show the following portfolio data:
- MiFID II Costs & Charges
- Portfolio Statistics
- Portfolio Cumulative Performance
- Fund Quartile Ranking
- Moody's Asset Allocation
- FE fundinfo Asset Allocation
- Stock Sectors
- Geographical
- Top Ten Holdings
- Efficient Frontier
- Portfolio Sectors
Please note - If the portfolio contains cash, this percentage will not be reflected in the statistics and performance metrics
Weighted Statistics can be included at the top of the fact sheet:
Select Weighted Sector Average and Update Factsheet:
The Benchmark Against Portfolio button will allow you to select a Portfolio:
Update Factsheet:
Portfolio Factsheet
This factsheet can be downloaded at the top right of the screen:
