Asset Allocation Tool

Asset Allocation
plays a major role in expected investment returns and when a person is invested in more than one investment product or portfolio, it is important to understand the actual asset allocation of your investment. For example if you place 50% of your Fund Value in the Balanced Portfolio and 50% in the Money Market Portfolio, the actual investment in equity (shares) will be less than 25% and more than 35% will be in cash. If your intention is to achieve a higher rate of return, then this will not be the ideal choice to make. The purpose of this tool is to assist members to estimate the overall asset allocation if Fund Values are allocated to more than one of the Personal Choice Portfolios.