Portfolio Optimisation

Given the user's investment term and target risk, the available funds are optimised to produce an asset and fund allocation that is aligned to the provided parameters.

It is possible to optimise towards more than 1 fund or even a blend of several risks, however only one risk is included in this example.

Try it out

This example optimises the following arbitary set of funds:

  • iShares UK Equity Index (UK) A Acc
  • Scottish Widows Emerging Markets A Acc
  • L&G All Stocks Gilt Index Trust C Acc
  • JPM Liq Sterling Liquidity Institutional Acc GBP
Target fund 1 of 1

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