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STEP 1

Upload Fund Portfolio & Choose Your Risk Profile

Upload a spreadsheet, or statement, of your funds to enable our research team to generate a bespoke analysis on your investment funds and portfolio as a whole. At this stage, we will also ask you to choose one of 6 risk profiles ranging from Defensive to Aggressive.

Upload Portfolio
ANALYSIS INCLUDES
  • Performance rating of your funds (1-5 star)
  • The growth & sector ranking of each fund's (1,3 & 5 yrs)
  • Overall growth comparison of your portfolio with a similar risk Top performing portfolio
STEP 2

Individual Fund Analysis

We analyse over 70,000 investment funds every month and compare each against all other same sector funds. We will rate each of the funds you are invested in between 1 and 5 stars based on our performance criteria.

Fund Analysis
Upload Portfolio
YOUR REPORT WILL INCLUDE
  • 1, 3 & 5yr growth of each fund
  • The ranking of each fund within their sector
  • 1-5 star rating based on how they perform
Fund Analysis
STEP 3

Complete Portfolio Performance Analysis

Your analysis will directly compare the performance of your portfolio against the performance of a similar portfolio containing funds that have consistently maintained a top 25% position in their chosen sector: which will allow you to see how effective your portfolio has performed in real terms.

Upload Portfolio
YOUR PORTFOLIO REPORT WILL IDENTIFY
  • Your portfolio compared to a top model portfolio
  • 1, 3 & 5yr growth of your overall portfolio
  • How efficient your investments have been performing
STEP 4

Portfolio Risk/Volatility Analysis

Many investors do not regularly rebalance their portfolio, which can result in investors taking excess risk. Our analysis will identify the risk/volatility of your portfolio and compare that to a top performing portfolio suitable to your chosen risk profile.

Upload Portfolio
WHAT YOU WILL LEARN
  • How much risk/volatility your funds and overall portfolio has assumed
  • How this compares to a suitable risk portfolio of top performing funds
  • Find out if your portfolio is taking on excess risk for your chosen risk profile
STEP 5

Receive An Overall Portfolio Grade

Our algorithm will rank your portfolio based on performance, consistency, and volatility. Your portfolio will receive a grade between ‘A' which demonstrates an extremely efficient portfolio, and ‘E' which demonstrates widespread underperformance and the potential for significant improvement.

Upload Portfolio
THE REPORT WILL HELP TO
  • Discover the quality of your funds and overall investment portfolio
  • Find out if your fund choices or the investment advice you have received has been up to par
  • Identify any areas for potential improvement