Portfolio

Portfolio overview

The portfolio section provides detail of investment recommendations across each product and tax entity.

Tab	Output type	Description
Entity projection	Table	Projects each asset year by year grouped by tax entity.
Recommendations	Table	Oversight of portfolio recommendations for each tax entity and/or product.
Transactions	Table	Provides oversight of transaction costs incurred in implementing the portfolio recommendations. Transaction costs include brokerage, buy/sell costs and CGT implications.
Fee attribution	Pie chart	Highlights the fee attribution of each indiviudal investment within the product or tax entity.
Scoring attributions	Pie chart	Highlights the *scoring attribution of each indiviudal investment within the product or tax entity.
Performance	Column chart	Highlights the 1,3,5,7 & 10 year performance of each individual investment within the portfolio.
Risk metrics	Table	Hightlights key risk metrics of each individual investment. Metrics include; Standard deviation, Sharpe ratio, R-Squared, Treynor ratio, Information ratio, Tracking error, Maximium drawdown.