Review existing portfolio

It’s common to start a review of your existing portfolio by seeing where it is invested and how much risk you are already taking with it.

As this could be too much or too little to meet your requirements, it is important to assess both your attitude to risk and your capacity to accept any investment losses (i.e. how these might impact your standard of living).

These pie charts show how an existing portfolio compares to a target risk profile in terms of its asset allocation (i.e. its investment mix).

Dynamic Planner - Review existing portfolio

Assess attitude to risk >