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PORTFOLIO CALCULATOR

INSTRUCTIONS

This calculator is a guide to help you design investment portfolios for five different levels of risk. They are designed to optimise the risk / return relationship, including currency considerations.

  1. Enter your total portfolio amount, then click on your chosen Risk Profile button to calculate asset allocation percentages and values.

  2. If you wish to enter your own percentages, you can enter values in the relevant boxes and click once on the "Calculate" button to calculate your result.

   
    
.Enter your total portfolio amount
    
Asset Class/ CategoryPercentage
(%)
Investment
Amount ($)
.Risk Profile
Local Cash or Cash Equivalent
Local Fixed Interest/ Bonds
Local Property
Local Equities/ Shares
Global Fixed Interest/ Bonds
Global Equities/ Shares
.

  
    
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