Investor - Using fund groups.

Fund Groups allow investors the opportunity to group together funds of interest to monitor their performance closely. Fund Groups can be set up according to numerous variables. Investment strategies and geographic placement are just to name a few. 

Watch this short tutorial video to get you up to speed, or read the article below. 

 

Here is how to create a Fund Group on Fundbase:

1) Click on the Funds tab at the top of the page

 

 

2) Click on the New Group tab at the top right hand side of the Funds page. 

 

 

3) Name your group accordingly  

 

 

 

4) Click on the plus + symbol at the bottom left of each fund tile to add it to your designated group

        

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