Asset Allocation – View
This section shows the allocation of your holdings by industry, asset type and market capitalisation. Ready to learn more about […]
Asset Allocation
Asset Allocation – Strategy Backtesting
Strategy backtesting shows how your entire portfolio would have performed during the past 36 months (or from available data range).
Asset Allocation – Forecasting
Forecasting shows how your portfolio may perform during the next 10 years, considering the current allocation of your set of