This table shows the expected performance for your entire portfolio, and gives you insight on how your portfolio may improve with an Optimised Asset Allocation. You can find you Expected Performance (Portfolio) in your portfolio’s Analysis Report.
1. Analyse Your Portfolio:
- Before you can see your portfolios expected performance, you must run a portfolio analysis (click here for an in-depth guides).
2. Locate the Expected Performance (Portfolio)
- From your Portfolio Analysis Report, scroll down to reveal the Table of Contents.
- Click “Expected Performance (Portfolio)” under “Your Current Portfolio” in the left column.
- This will display your portfolio’s current performance and optimized performance.
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