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Cavendish fund tool

whatuk65
whatuk65 Posts: 49 Forumite
Sixth Anniversary 10 Posts
edited 19 February 2020 at 11:25AM in Savings & investments
Hi, I've opened up an account with cavendish for investing some money and I was wondering if anyone has used and knows about this tool. 
https://www.cavendishonline.co.uk/funds
What does it mean by percentage rate? And also, when I change the risk from low to high, some of the funds are the same. How can that be?
Thanks for any help!

Comments

  • AnotherJoe
    AnotherJoe Posts: 19,622 Forumite
    10,000 Posts Fifth Anniversary Name Dropper Photogenic
    You are clicking on "model portfolios" correct?
    The word "rate" is very silly and misleading, it should not be there at all, should just be % and  is the % of each fund in that portfolio. Thats why they add up to 100.
    The same fund can appear in different portfolios because no doubt (though I havent checked) you'd have less of a higher risk fund in a low risk portfolio than in a high risk one.
  • Yes that's right,
    It makes sense now! Thank you!
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