2010, August 31th - Partial update
Some adjustments on EPL Funds that are reshuffled by Manulife

2010, August 20th - Update
Information: Fund categories have been slightly modified by the IFBC. Now, China is a category alone, and specialized funds are separated into several sub-categories.

Warning: Users of Avast v5 may have trouble getting the update. If so, please call Markosim technical support.
If you use a "user" database to download portfolio, consider making a regular backup of your data.
There are only 93 out of 100 funds in the list of funds used in "MarkoSim portfolios. We made room for new funds that will appear in the September.

2010, May 17th - Update
Model portfolios have been modified

2010, March 29th - Update
Fixed a bug and data adjustment.

2010, March 17th - Update
Monthly update. Adding the fund report.

2010, February 22th - The environmental way
Have you ever thought about the Socially Responsible Investments? You could consider them in your product range. To help you, download the PDF file of the Socially Responsible Investment Review 2008 published by SIO (Social Investment Organization). Socially Responsible Investment.pdf
The review shows that easiest way to invest taking into account the environmental and social considerations, is to choose the mutual funds. The review gives an exhaustive list of them.
In this update, we added the Criterion funds that are specialised in this area.

2010, February 18th - Update
Monthly update.

2010, January 18th - Update
Monthly update.

2009, December 18th - Update
Monthly update.

2009, November 17th - Update
Monthly update. We added the funds DYN500 and some new funds. Some interesting changes by Sprott: now the minimum is only 1000$ and a code 2 (LSC) is available with a 3% of commission.

2009, October 27th - Update
Following some specific demands, we added these funds in this update:
- At Dynamic : Marquis Institutional Portfolios
- The Vengrowth Funds
- The HSBC (HKB) funds, Advisors Series

We also fixed some bugs, for example in the printing process and in the transfer of files from the Internet.

2009, October 19th - Update
In this update, we added the "Harmony" funds following a specific demand. Some late distribution values were corrected for the adjustment of the monthly return. We have also added the fund total asset (column group: asset)

2009, October 5th - Funport Update – The new "portfolio balancing" section
In this update, the new section "Portfolio balancing" is available now. This section sets a lot of new functions, especially for the balancing of existing portfolios. For those of you, whose broker works with Univeris, You will be able to use the download of the portfolios from internet so that the data capture becomes easy.