Help/Thoughts - Building a portfolio on FE / Unknown share classes etc
Colin1980
Member
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.
Many Thanks
Colin
Comments
If it were me I would use FE to search for the fund variations and build a portfolio using whichever versions of each fund has the lowest ongoing cost figure.
Life is too short Colin, I'd do what Richard said.