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What do the filter options allow me to do in the graphical overview?

Using the two-level filter you are able to view the weighting of one category against another. For example, which of your equities held in the portfolio are exposed to USD currency risk.

The filter options available are:

Asset Allocation – This displays the breakdown of the portfolio by asset class.

Geographical distribution – This displays the breakdown of the portfolio by geographical region.

Sector exposure – This displays the breakdown of the portfolio by industrial sector.

Currency exposure – This displays the breakdown of the portfolio by currency exposure.

Wrapped/unwrapped – This displays the breakdown of the portfolio by wrapped and unwrapped assets

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