Fund Details: Holdings

The Fund Details: Holdings are accessible from the Investments tab, located under the related fund. On the Overview tab you can view the holdings on the Google map integration or click the Holdings tab for more details.

The holdings of a fund are visible provided they meet one or both of the criteria below:

1. You have investments in the holding of the fund.
2. You have been assigned view access to the fund.

Click on the Holdings tab, to see the Fund Holdings details visible under the investment tiles. If you have investments in the holiding you will be able to see your financial data and documents for that holding. However, if you have only been assigned view access to the holding, you will have limited view of the holding data and documents.