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 APSL.

 

Via the Product Libraries

The Search filters in the Managed Funds and Listed Product Research Libraries 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.

Tip: 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 your products
2. Select all products or tick specific relevant products from the search results to move to the 'Selected' area
3. Click on 'Create Product Group'
4. Enter a name for the Product Group


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

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Via the Product Groups page

You can access your My Product Groups page, via the My Profile menu on the top right hand corner of each page

  1. Click on Create New and name your product group
  2. Select 'Add Product'
  3. Enter the APIR, ASX code, or the product name in the search box. 

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Tip: to create a product list in iRate for which you have the APIR codes, simply paste the APIR codes into the search box and hit search.  More...

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

Monitoring of your Product Groups, click here...

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