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Diversification Strategy Tool – Build a Balanced Investment Portfolio

Diversification is one of the most effective ways to reduce investment risk while maximising long-term returns. By spreading your money across different asset classes — such as stocks, bonds, property, and alternative investments — you protect your portfolio from the ups and downs of any single market.

Our Diversification Strategy Tool helps you analyse your current portfolio, spot areas of over- or under-allocation, and explore strategies for building a balanced, risk-adjusted portfolio. Whether you’re a beginner investor or managing a complex portfolio, this tool provides actionable insights tailored to your investment goals and risk tolerance.

Asset Allocation Recommender

Answer a few questions to get a suggested mix across equities, bonds, cash, and alternatives, with a visual breakdown and CSV export option.

Investor Profile

Suggested Allocation

Complete the form to see your allocation.

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