Your Portfolio now shows every investing entity you have access to in one connected view. You no longer switch between entities. Instead, you filter to a single entity whenever you want to focus on it.
Note: Your login and your access are unchanged. You still see exactly the investing entities you could see before, now brought together in one place.
View all your entities
When you log in, the Portfolio page opens as your home page and shows your holdings across every investing entity you have access to.
The entity selector at the top of the page is set to All Investing Entities by default.
Filter to a single entity
At the top of the Portfolio page, open the entity selector next to All Investing Entities.
Search for or select the entity you want.
The portfolio updates to show just that entity, along with its own graphs and key metrics.
To return to the combined view, open the selector again and choose All Investing Entities.
Note: Your Documents, Orders, Holding Movements, Distributions, and Alerts pages work the same way. Each has an Investing Entity filter to narrow the list.
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If you have any questions or need help at any stage, please contact your fund manager for support.