Available APIs
Portfolio Asset Allocation
This API returns the asset classes and allocation percentage for a single fund, or portfolio of funds.
This example optimises the following arbitary set of funds:
| Fund | Fund allocation |
|---|---|
| iShares UK Equity Index (UK) A Acc | 40% |
| Scottish Widows Emerging Markets A Acc | 30% |
| L&G All Stocks Gilt Index Trust C Acc | 15% |
| JPM Liq Sterling Liquidity Institutional Acc GBP | 15% |
Results
| Code | Name | Category | Description | Asset allocation |
|---|---|---|---|---|
| Returns_file_cash | UK Cash | Cash | Modelled to simulate a portfolio of UK cash and equivalents with characteristics and average terms typical of money market funds. This asset class can also be seen as a proxy for the return on 91-day UK Treasury bills. | 60% |
| Returns_file_UK_equity | UK Equities | Equities | Modelled to simulate the characteristics of the UK stock markets. This asset class can be seen as a proxy for something like the FTSE All-Share Index. | 40% |
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