Asset Allocation on CIS – Intended Maximum Limits

Also see Adding Asset Classes

Go to the relevant Collective Investment Scheme (CIS)

Set the Intended maximum Limits on the Collective Investment Scheme (CIS). The values as set will apply to the Instruments linked to the CIS.

Specify the Intended maximum value for each of the parent and sub-classes. Ensure that the sum of the values of the sub-classes equals that of their parent class

Intended Maximum Limits will be displayed under View Details on the Asset Allocation card on the Investor Account

Last Updated on 3 weeks ago by Antoinette Van Meyeren