Investment Portfolio Builder Tool

Published / Last Updated on 06/04/2025

Investment Portfolio Builder Tool

All fields in red must be completed.

Portfolio Building Tool

This tool will help you to build a portfolio to match your expectations of future growth and tolerance to losses based upon the maximum rise/fall of the average fund in that fund category from the last five years.

Allocate %s
Money, Gilts, Bonds
Stock Markets
Global & Focused

Money, Gilt & Bond Funds

Amount To Be/Already Invested £

% in Short Term Money Market Funds

% in Money Market Funds

% in Protected Funds

% in UK Gilts Funds

% in UK Index Linked Gilts Funds

% in Corporate Bond Funds

% in Strategic Bond Funds

% in High Yield Bond Funds

% in Global Bonds Funds

% in Global Emerging Markets Bond Funds

Traditional Stock Market Funds

% in Mixed Investment 0-35% Shares Funds

% in Mixed Investment 20-60% Shares Funds

% in Mixed Investment 40-85% Shares Funds

% in UK Equity Income Funds

% in Global Equity Income Funds

% in UK Equity & Bond Income Funds

% in UK All Companies Funds

% in UK Smaller Companies Funds

% in Europe including UK Funds

% in Europe excluding UK Funds

% in European Smaller Companies Funds

% in North America Funds

% in North American Smaller Companies Funds

% in Japan Funds

% in Japanese Smaller Companies Funds

% in Asia Pacific including Japan Funds

% in Asia Pacific excluding Japan Funds

Global, Emerging & Focused Funds

% in Global Funds

% in Global Emerging Markets Funds

% in China / Greater China Funds

% in Flexible Investment Funds

% in Property Funds

% in Specialist Funds

% in Targeted Absolute Return Funds

% in Technology & Telecommunications Funds

% in Volatility Managed Funds

Contact Book Appt Our Fees

Rental Income Tax

State Pension Age