Torpedo Betty Blog
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Old unit prices through my wrap account
January 31st, 2008 by admin
I used to manage my portfolio through a wrap account with a major financial institution. For the most part I was very happy with it, but the major criticism I have is that the unit prices for the funds are always a few days behind on the system. This is why I moved back to holding individual investments. The login I had for the wrap account would show 4 or 5 day old prices and this made it hard to be up to date with what my portfolio was actually worth. I ended up having to navigate to the websites of the managed funds I held to get more up to date prices. A shame because otherwise there were a lot of positives.
