Portfolio
Build a strategic allocation.
Start from a base portfolio, adjust weights, review return/risk/stress, then use advanced tools only if needed.
Portfolio
Choose a Macquarie SAA portfolio, adjust asset-class weights directly, and examine the impacts.
Balanced
Total weight
100.0%
Return, p.a.
7.8%
Risk, p.a.
9.3%
Income yield, p.a.
3.2%
Worst stress return
-23.0%
Edit asset weights
Growth 66.0% · Defensive 34.0% · Total 100.0%
Growth
66.0%
Defensive
34.0%
Total
100.0%
Liquidity profile
Elevated illiquidity
Liquid
66.0%
Illiquid
34.0%
Illiquid assets may have periodic liquidity windows, but access is not guaranteed and may be subject to notice periods, withdrawal limits, gates, asset sales, manager discretion or market conditions.
Historical growth of the current allocation
Review how the current mix would have compounded using uploaded monthly asset-class return history.
Strategic positioning
See where the current portfolio sits against the modelled portfolio range.
Risk contribution by asset class
Show which asset classes are driving portfolio volatility under the current assumptions.
Custom stress scenario
Build a transparent asset-class shock and see the resulting portfolio impact.
Portfolio comparison
Compare the current portfolio against a model or saved client portfolio.