Asset Allocation

This chart displays the asset allocation breakdown of a fund or portfolio.

What does the chart show?

The percentage of a fund’s NAV allocated to seven major asset classes – Australian equities (AEQ), global equities (IEQ), fixed interest (FI), alternatives (ALT), property (PRO), cash (CSH) and others (OTH).

When to use the chart

This chart is particularly useful when comparing multiple funds, such as a multi-asset fund, to identify subtle but potential meaningful differences in allocations and return drivers.

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