Asset Allocation Change in 2018 Dashboard

Owned by Yash Timbadia (Unlicensed)
Last updated: Jan 07, 2019 by Ben Rigby (Unlicensed)
1 min read

Introduction

This Dashboard, shows the change in asset allocation of a customer between 1 January 2018 to 31 December 2018 and compares it the peer group. 

Red dot: 1 January 2018

Blue Dot: 31 December 2018

% figure: change in asset allocation

(Please note: The asset class definitions are as per incorporated from Bloomberg website and does not take into account any overrides done by the customer)


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