Model Portfolios
Use an investment portfolio
11 articles
General Information
What you need to know
What are Model Portfolios (previously Interest Strategies)?
What are the different portfolio options available to me?
How is Model Portfolios expected performance calculated?
What reports are available to me for my Model Portfolio and how can I access them?
What fees are connected to the use of the Model Portfolios?
Using Model Portfolios
Setup and usage
How can I start using Model Portfolios?
Where can I see the returns from my portfolios?
What is an LEI code, and how can you obtain one?
I’ve placed my Portfolio order but am waiting for my LEI code.
How do I sell funds from Model Portfolios?
How does Rebalancing work?