Help/Thoughts - Building a portfolio on FE / Unknown share classes etc
Morning all, we have a client invested in the Siemens scheme and the funds are with Fidelity. One of the funds is a portfolio of funds - one of them called Opportunity. This is not available on third party sites (Even though it has a Sedol code) therefore I am unable to risk score on FE. The fund fact sheet notes the name of the underlying funds however does not confirm what series/version etc or their individual ISINS.
I have requested the underlying funds ISINs from Siemens but could take up to 2 weeks, therefore, can anyone give any tips how to do this quicker or am I best to wait so I know I am building a manual portfolio on FE using the correct series/version of the fund.