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.