Skip to main content
Search

What happens to cashflows into and out of a model portfolio that includes a suspended fund?

Cashflows in will trade around the suspended asset and will be proportioned across the other holdings. If the model has ‘align to target’ rebalancing set up, then the most underweight assets will receive the flows first.

Cashflows out will be taken from the model portfolio on a proportionate basis ignoring the suspended fund. If ‘align to target’ rebalancing is set up, then the most overweight assets are sold first.