Asset Allocation Summary

Assets by Asset Class

  • This chart shows how your overall market value across asset classes have changed over time. 
  • Points to note: 
    • Each colour represents each asset class

Geographical Allocation

  • This chart shows how your overall market value across all geographical regions. 
  • Points to note: 
    • Each colour represents each asset class
    • Size represents the size of the investment

Holdings by Currency

  • This diagram shows you in which asset class and in which currency do you hold the most securities in.  
  • Points to note: 
    • Each colour represents each currency
    • Size represents the size of the investment