Portfolio Analysis Tool
Model Portfolio
Model portfolio
Client model
References
Funds & benchmarks
Past performance
Performance Analysis
Growth of $10,000
Model portfolio
Performance
Period returns (Annualised)
Model portfolio
Live holdings
References
Displayed funds & benchmarks
Trailing 10-year view
Side-by-side metrics
Portfolio composition
Exposure
Data comes from AIA Singapore's embedded Morningstar fund tool. 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 historical portfolios that respect the selected guardrails, then ranks them by return, Sharpe, Sortino, drawdown control, rolling losses, and concentration.
The recommendation 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
Research is based on historical AIA fund prices and benchmark proxies. It does not predict future returns or replace product, suitability, and compliance review.