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Introduction

The pie chart on the top left shows the charts show a breakdown of asset allocation breakdown of your CS client while the pie chart on the right shows you the Client in comparison to the overall CS asset allocation.

The table shows the top 10 most popular banks apart from CS and their overall consolidated asset allocationallocations.

  • Asset Allocation: Each pie chart is by itself an asset allocation chart. The asset class definitions are as per Canopy website and take into account any overrides done by the customer.


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