Create Basket fund

TradeSocio NewUX - Broker Admin manual

Create allows you to:

• create basket fund for Thematic Baskets or Robo Advisory

• submit all basket details

• choose the underlying products

• specify the weight of each product in the basket

• build up a fund performance statistics page with live time report

You can access Create from Funds Management - Basket funds

Product Information

Add such product information:

• Product name - a specific naming of the product

• Product type - active or passive investment product

• Risk type - high or low risk

• Basket manager name - specific naming of the manager

• Underlying asset type - equities, bonds or mixed

• Save mode - would basket be used as a Thematic Basket or Robo Advisory product

Add a custom product description.

Product Details

Build up a product profile by adding details like:

• Lock up Period

• Locking Charges

• Minimum investment amount

• Expense ratio

Choose, drag and drop the products from the list to add them to the new basket. You can search for specific products by using the search fields.

Choose the weight of each product in the basket. The total sum of all weights should be equal to 100%

Choose, drag and drop the products from the list to use them as a benchmark for your new basket. You can search for specific products by using the search fields.

Product Specifications

You can assign your new basket to be available for all users of the platform, or only for users in the specific workstation.

Confirmation

You will be requested to review all the details you have just entered. Click Submit to confirm and create your new basket.

The new product will be immediately available in the relevant report.