Introduction
This Dashboard, shows the change in asset allocation of a customer between 1 January 2018 to 31 December 2018 and compares it the peer group.
Red dot: 1 January 2018
Blue Dot: 31 December 2018
% figure: change in asset allocation
(Please note: The asset class definitions are as per Canopy website and take into account any overrides done by the customer)
