Once you have an asset allocation appropriate for your client’s level of risk, you can then proceed to build a portfolio for them by choosing the appropriate funds. To help simplify this process, we pre-classify each fund on our platform to match the categories of the model asset allocations. We also offer various tools to help you conduct your fund research, including our Fund Centre as well as the research funds area.
Latest asset allocations for each product sector
Follow the links below to view the latest asset allocation charts and tables for each product sector, or you can view and print the full version of the standard asset allocations document.