Portfolio Risk Rating

Calculates risk score of a portfolio, over a range of terms, compared to the asset allocation benchmarks. The score is expressed as a decimal, within the risk scale provided.

Try it out

This example optimises the following arbitary set of funds:

Fund Contribution
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%

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