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Asset allocation calculator UK

Learn some key investing principles that will help you building a balanced portfolio

Get started quickly
Form filling should take less than 5 minutes
Each step explained
Improve your knowledge to improve future decisions
Not financial advice
Only demonstrates generally accepted investing principles

Frequently Asked Questions

What is asset allocation?

The process of deciding your portfolio's asset allocation is called asset allocation.

Asset allocation is an investment strategy that aims to balance risk and reward by splitting a portfolio’s assets into different asset classes, according to an individual’s goals and risk tolerance.

We use the term asset allocation on this page as we thought it would be more readily understood by newcomers, but if it functionally the same process as asset allocation.