How do I map one of my clients onto these funds?

Before selecting which fund is appropriate for your client, you need to have assessed their risk appetite and understand how long they are investing for.

Once you have this information, you can set the filters on the tool to reflect your clients needs and the tool will show which funds are aligned.

2022-03-25 10_06_09-Risk-Rated Funds _ EV Adviser Portal and 8 more pages - Work - Microsoft​ Edge