The portfolio builder helps you see your pension mix
The Portzo portfolio builder is designed to help you track the pension funds you own or are considering. Instead of looking at each fund in isolation, you can build a clearer picture of how the overall mix fits together.
This can be useful because many people own more than one pension fund. Some funds may overlap. Some may carry more risk than expected. Others may be doing a very similar job without adding much extra diversification.
Portzo can help you see fund names, categories, risk levels and performance information in one place. That can make it easier to understand whether your pension is concentrated, balanced or spread across different types of investments.
What it can help with
- Tracking more than one pension fund.
- Seeing whether funds overlap.
- Understanding the role of each holding.
- Preparing better questions for an adviser.
The portfolio builder is not a recommendation engine. Portzo does not decide the right portfolio for you. The information is educational only and should be checked against your provider documents.