Allocator portfolios: interactive graph

twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by

Asset Allocator's database shows the percentage exposure a DFM's balanced portfolio has towards a fund in a given sector. It is based on the factsheet most recently published by that DFM at the time the Asset Allocator database was last updated (currently March 2024).

To explore an allocator's holdings further, click on the part of the bar you'd like to see more of. For example to see an allocator's exposure to government bonds, click on the fixed income part of their bar. You can navigate your way back up to the home page using the upwards pointing arrow which will appear in the top right.

To see an allocator's exposure, hover over the relevant bar segment.