How do I import funds to create a Model Portfolio?

Within Settings, find Model Portfolios on the left-hand menu:

  • Click ‘Add a model portfolio’
  • Click ‘Import Funds’
  • Copy or manually add the ISIN or Citicode into the column labelled ‘Funds’
  • Copy or manually add the fund allocations
  • Click Import Funds
  • Give the Model Portfolio a name 

Importing Funds 1All the funds will now show on the Model Portfolio.

Importing Funds 2At this point if Cash needs to be added, it can be once the import has been completed.

The import will overwrite any funds that have been added manually to the model portfolio.  

Save it and then click 'Publish' to enable it to be used in EVPro.