My Portfolio is an area where you can experiment with different combinations of funds, to see how they look when integrated within a portfolio.
When you look at the fund factsheet of an Elite Rated fund, you are given the option to either bookmark it for review later, or add it to a portfolio.
If you choose the latter option, you will be taken to a new page called My Portfolio. Here, you will be able to add more funds (either from those you have previously bookmarked, or by finding another Elite Rated fund), and enter either monetary or percentage amounts to each fund.
You can then use the Portfolio Scan button to see the breakdown of the entire portfolio you have created – see how it is split between asset types and geographies, how it would have performed in the past and even the ten largest holdings.
Once you have built a portfolio, you can save it simply by setting up an account. You can then review it at a later date and make changes if you wish. You can also create multiple portfolios if you wish.
If you want to purchase some, or all, of the funds you have selected in your portfolio, you can do so too, either through our sister company, Chelsea Financial Services, or via your existing intermediary. Please note that funds cannot be purchased directly via FundCalibre.