Standard Life Middle East mobile app for iOS - Portfolio and Watch List

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How to manage your investment portfolio and maintain your watch list of fund options? Standard Life Middle East iOS app

description

Learn how to manage your investment portfolio and maintain your watch list of fund options on Standard Life's iPhone, iPad, and iPhone Touch app for Asia & Emerging Markets.

Transcript of Standard Life Middle East mobile app for iOS - Portfolio and Watch List

Page 1: Standard Life Middle East mobile app for iOS - Portfolio and Watch List

How to manage your investment portfolio and maintain your watch list of fund options?Standard Life Middle East iOS app

Page 2: Standard Life Middle East mobile app for iOS - Portfolio and Watch List

Open Access – Information is intended for a public audience

Investment Search

You can search for investment choices by entering a keyword…

…or search by different combinations of investment categories.

Tap “Clear all” if you want to start over.

Tap “Search” for a list of all available funds that match your criteria.

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Open Access – Information is intended for a public audience

Category Search

Tapping on different categories will bring up full list of all available investment manager, asset class, or investment universe.

Page 4: Standard Life Middle East mobile app for iOS - Portfolio and Watch List

Open Access – Information is intended for a public audience

Example

For example, you can search for all funds available from an investment manager

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Open Access – Information is intended for a public audience

Fund overview and Rate of return

Overview of FundsCumulative Performance (Year to date, 1 year, 3 years, and 5 years)

Calendar Year Performancefor the last five years

You can choose to display different fund information based on:

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Open Access – Information is intended for a public audience

Fund details

Fund Name and the fund manager.

Performance chart of the fund. Tap on the chart to enlarge.

Explanation on the investment objective of the fund

The Bid Price and Offer Price of the fund

Rate of return by calendar year and cumulative performance

Tap “Back” to go back to the fund search results.

Liyana Advani
Does this section include the fund manager name or information on the manager
Michelle Ng
Only Fund Manager's name and Fund name will be shown in this part
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Open Access – Information is intended for a public audience

Adding funds to the Watch List

Tap the “Add to watch list” button to add funds to the Watch List. You can add a maximum of 30 funds to the Watch List.

To access the Watch List, tap on the watch list button on the menu.

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Open Access – Information is intended for a public audience

Edit the Watch List

Tap and drag this button to organize your watch list to the display order you wanted.

You can remove a specific fund from the Watch List by

tapping the delete button

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Open Access – Information is intended for a public audience

Same great functionality also available on iPad

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For more information about the app, please visit

www.standardlife.ae/app