Can Simple Fund 360 generate a report which lists all funds with a particular investment ?

Mohd Hossain

• 06 May 2026 11:30

Sometimes for unlisted securities, I forget if I have the same investcode in other fund, when I create a new investcode/security code, it gets duplicated say xxxxAU1 or even xxxxAU2. I want check if I have a fund with existing investcode xxxxAU and from that fund I want to assign the code to a new fund. 

Could anyone help? 

0

• Official comment

  

  Christopher Banks

  • 03 June 2026 06:31

  Hi Mohd,

  Unfortunately, no report currently displays duplicate investment accounts across all funds.

  However, before you create an unlisted security, you can toggle the global view on the chart of accounts screen and use the search bar to check whether an investment account has been created and attached to a fund. If it has, you can then attach the investment account to the new fund.

  I will send your feedback to the Wishlist so it can be reviewed by the product team.

  I hope the above answers your post and if there are any further questions, please reply to let me know so I may assist further.

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