The value of investments can go down as well as up, and your clients could get back less than was paid in.

 

 

Elevate model portfolio guides

We have a number of PDF guides available to help you create and maintain a model portfolio on the Elevate platform. Download your guide below.

How to build a model portfolio

How to deconstruct a model portfolio

How to edit a model portfolio

How to upgrade a model portfolio

How to re-balance a model portfolio

Adding existing investments into a model portfolio

Moving model portfolios from retail share classes to clean share classes

Related help topics