Portfolio Asset AllocatonNew

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%

0 credits

This API requires 0 credits, but you must already have an enterprise contract with EValue to access the functionality. You can learn more about credits in the pricing area.

Get this API

To get immediate access to this or any other of our APIs, just sign in to our API Store and download the relevant files and documentation.

Go to the API Store