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Portfolio Analysis Tool

Model Portfolio

Model portfolio

Client model

0%

References

Funds & benchmarks

0

Analysis settings

Returns are calculated using a buy-and-hold portfolio with no automatic rebalancing. Each series is converted to the selected reporting currency before comparison.

Model portfolio must total 100%.

Past performance

Performance Analysis

Growth of $10,000

Model portfolio

Every displayed fund or portfolio uses a continuous line joining its available pricing observations. On a keyboard, focus the chart and use the left and right arrow keys to inspect values. An accessible table of representative dates is available below.

View sampled chart values as a table

Performance

Period returns

Model portfolio

Live holdings

0%

References

Displayed funds & benchmarks

0

Trailing 10-year view

Side-by-side metrics

Portfolio composition

Exposure

Prices come from AIA Singapore's embedded Morningstar fund tool. Named market benchmarks are clearly identified ETF proxies sourced from Yahoo Finance. Data dates, currencies, strategy-history boundaries, and exposure source dates are shown in the relevant results. Historical performance and risk measures are for analysis only and are not investment advice.

Portfolio Optimiser

Portfolio Optimiser

Research setup

Model guardrails

Method

How the score works

The lab tests thousands of buy-and-hold historical portfolios with no periodic rebalancing. Only portfolios that satisfy every selected return, volatility, drawdown, weight, and fund-count guardrail are eligible for ranking.

Annualised return34%
Sharpe ratio26%
Sortino ratio8%
Max drawdown10%
Worst rolling 1Y7%
Worst rolling 3Y8%
Concentration5%
Volatility2%

The recommendation uses the same calculation method and reporting currency as the displayed result. It is a construction aid, not a forecast. Treat the output as a short list for adviser review, client suitability, and product due diligence.

Result

Model portfolio allocation

Run the optimiser to generate a portfolio.

Research is based on historical AIA fund prices and benchmark proxies. It does not predict future returns or replace product, suitability, and compliance review.