On TN how do you add the correct fund?

utigers

Hi there - I have Trojan Income bought through HL (Class I) on TN you only seem able to add the Class O fund which is a slightly different price.

Any ideas?

barrowc

edit: I'll try and get it right this time

If you go to your portfolio, change "Add Holdings" to "IMA Unit Trust and OEICs" and click "Go", you'll eventually get to the fund selection screen.

From there bring up the fund you want (e.g. by selecting "Troy Asset Management Ltd" as the manager then click "Go").

In the list that appears you will only see one version of the fund you want (Trojan Income O Acc will show in this case). In the list you will see a + sign in between each fund's rank and chart button. Click that + sign and all of the versions will be shown. Now click on the green + at the right hand side of the version you are interested in and it will be added to your portfolio

(Can't post links - sorry)