Fund Types

Viewing Fund types

Select General / Fund types from the Settings section of the pulse menu -

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Fund types in the Quick Launch Side Menu.

This will then show the Fund types already set up on the system where normal customisation of Sets can be used.

To modify the columns displayed, select in the top right of the page, then tick/untick the information you want to see or not.

Create a new Fund Type

Select Fund types from one of the options as shown above in Viewing Fund types.
Press New.
Enter the required fields
Select Create once complete.

Updated March 2024