Choose Your Own Asset Allocation Model

Do not overlook the benefits of diversification in mutual fund investing. It can spread the risks of your investments so that your financial security will not ride on any single investment. You can identify your risk profile by simply answering the questions in our Personal Investment Profile, or you may select the funds which match your own personal objectives and attitude towards risk in the Profile Return Calculator below.



Portfolio Return Calculator
You may calculate the past return of your hypothetical portfolio using the following table.



Please enter your total investment amount: (HKD)
Mutual Funds Category Desired Percentage Select Funds
Capital Preservation
Sector

Funds Name
Sector

Funds Name
Current Income
Sector

Funds Name
Sector

Funds Name
Conservative Growth
& Income
Sector

Funds Name
Sector

Funds Name
Growth & Income
Sector

Funds Name
Sector

Funds Name
Growth
Sector

Funds Name
Sector

Funds Name
Aggressive Growth
Sector

Funds Name
Sector

Funds Name
 
Total 100%