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Fund Investors

The Fund Investors page shows all investors who have invested in the specific fund.

Accessing Fund Investors​

  1. Navigate to a fund's overview page
  2. Click "Investors" in the sidebar
  3. You'll see the Fund Investors page

Investors List​

The investors list displays:

  • Investor Name: Full name of the investor
  • Investor Code: Unique identifier
  • Units Held: Number of units owned
  • Investment Value: Current value of investment
  • Purchase Date: Date of first investment
  • Last Transaction: Date of last transaction

Investor Details​

Click on an investor to see:

  • Profile: Investor contact information
  • Holdings: Units held in this fund
  • Transaction History: All purchases and surrenders
  • Performance: Investment performance