Moving products between asset classes

Occasionally a product might be classified in a different sector by Lonsec to what you or you Licensee classify it as. For example we classify a fund under 'Alternatives' and you classify it as 'Fixed Interest'.

You can move this product to a new sector:

  1. Hover your cursor at the far right of the row of the product you want to move and click on the  symbol which pops up;
  2. Drag the fund to the sector you want to place it in;
  3. Accept the "Update asset class' message - for all reporting on the portfolio the product will now be classified in the new sector e.g for asset class weightings.

 

It is also possible to change the order funds are listed within each sector - click on the  icon at the end of the row of the product you want to move and drag the fund to the new spot.

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