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Tool ยท Planning

Asset Allocation Calculator

An indicative starting point for the mix between equities and bonds, based on age, time horizon and stated risk tolerance.

35 years
20 years
Suggested mix (starting point)
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Equity share
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Bond share
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Equities Bonds
This is a general starting point based on a common rule of thumb (100 minus age, adjusted for horizon and stated risk tolerance) โ€” not personalised investment advice.