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

Advantages of cheaper equivalent funds

Clean and Discounted shareclasses generally attract lower charges than retail funds. A switch could mean a reduction in charges for your clients.

Less hassle for you

Transferring a portfolio to a cheaper share class equivalent can be tricky and time consuming. That's where the share class finder tool comes in. It makes searching for alternative share class funds quick and easy.

  • Enter the fund details and if there’s a cheaper equivalent available from the Elevate investment range you will be presented with the option
  • Easily compare costs
  • Produce reports you can print, export and save for later

Download the share class finder tool

Download the full user guide

More resources for advisers

 

  • Literature

    Help Centre

    Guides and videos to help you use Wrap
    Go to help centre
  • techzone

    Techzone

    Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
    Launch Techzone
  • Lightbulb

    Adviser Insights

    Articles that examine the trends, risks and opportunities facing the advice industry.
    Launch Adviser Insights

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