This guide will walk you through creating new assets and viewing existing assets in Caruso. Before creating an asset, please ensure the relevant fund has already been created. To learn how to create a fund, follow the link provided here.
How to View Assets
You can view assets either across all funds or within a specific fund:
In the navigation pane, under Schemes, select Assets to see a list of all assets across various funds.
Alternatively, In the navigation pane, under Schemes, select Funds and then choose a specific fund.
click the Assets tab to view assets related to that fund.
In either view, select an asset to open its details page, where you can review, edit, or delete the asset using the ellipsis (...) button at the top right.
How to Create a New Asset
Within the selected fund, click on the Assets tab.
Here you can view existing assets and create new ones.
Click + Create Asset.
Complete the required details on screen.
Click Save to finish.
Note: The newly created asset will be visible to any investor holding units in the fund via the Investor Portal.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.