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Migration / Add new funds

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  • A Offline
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    Adam Kay
    Global Moderator
    wrote last edited by Adam Kay
    #21

    Unallocated cash applied. Im seeing Tech/Lifestyle circa 0.85%/1.2% off their ATHs. Everyone cash% will be slightly different.

    Pretty much exactly where I thought we would be 'within 1%' based on yesterdays big day.(massive)

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      xera
      wrote last edited by xera
      #22

      Many thanks @Adam-Kay for the updates and reconciliation. Appreciated. I'm about 1% away, which reflects the above given the mix in my portfolio.

      Great result!!

      Ps from our earlier emails, will it be possible to consolidate the various lifestyle portfolios in my SIPP and JISA now?

      I wonder if there's an option to add to existing ones as otherwise for new contributions unless I remember the timeframe left on existing ones, a new one is created each time.

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        Adam Kay
        Global Moderator
        wrote last edited by
        #23

        Hi V,
        Im sure can accommodate ones we get a breather 🙂

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          xera
          wrote last edited by
          #24

          No worries and just wanted to check. Hope everyone gets a well deserved break this weekend !!

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          • A Offline
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            Adam Kay
            Global Moderator
            wrote last edited by
            #25

            You're kidding 🙂 Weekends are busier than the work week. Have a good weekend too

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            The value of your investments can go down as well as up, and you may get back less than you invested.

            Cobens is a trading name of Cobens Group Limited which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 05850981 at https://register.fca.org.uk .

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