Creating a Product Group

Product Groups can be useful if there is a group of products you monitor or need to access information for on a regular basis, for example your APL.

The Managed Funds Research tool can be used to create both simple and highly tailored Product Groups.

For example, a simple Product Group can be created by searching for funds in 'Australian Equities' which are 'Highly Recommended'.

Alternatively, highly tailored Product groups can be created using more specific search criteria and built incrementally using multiple searches.

Remember: to create a product list in iRate for which you have the APIR codes, simply paste the APIR codes into the search box, select the funds and click 'Create Product Group'.  More...

 

Simple Product Group Creation
1. Search for funds
2. Select all funds or tick specific relevant funds
3. Click on 'Create Product Group'
4. Enter a name for the Product Group


Tailored Product Group Creation
1. Search for funds
2. Select products
3. Click on 'Create Product Group'
4. Select an existing Product Group to add additional funds

 

For information on managing your Product Groups click here...

Monitoring of your Product Groups, click here...

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