Portfolio lens — applies across the whole view (indicators, performance, allocation, custodians)
Performance Indicators
Performance Over Time
Annualised return (% per year) — portfolio (blue) vs. its 6.3% target (dashed) and the composite benchmark (amber). Higher is better. Reflects the Portfolio lens above.
Portfolio (All assets)Annualized Target (6.3%)Composite benchmark (Weighted avg.)
Portfolio Allocation vs. Strategic Allocation
Actual weighting in each asset / currency against SIPO targets.
Actual allocationAllowable rangesStrategic Allocation
Portfolio Allocation Over Time
Asset and Currency Allocation
Pick an asset class to highlight its row against the rest.
Custodian Breakdown
Breach & Notification Panel
Notifications reflect live SIPO checks — use the filter above to narrow by severity.
Portfolio lens — applies across the equity view (indicators, performance, holdings)
Performance Indicators
Performance Over Time
Annualised return (% per year) for the equity sleeve — portfolio (blue) vs. its benchmark (amber). Reflects the Portfolio lens above.
Portfolio (Global Equities)Benchmark
Country Weight vs. Benchmark
Actual weightBenchmark weight
Sector Weight vs. Benchmark
Actual weightBenchmark weight
Instrument-Level Table
Dividends Collected vs. Withholding Tax Paid
Withholding Tax PaidDividends Collected