MUTUAL FUND PORTFOLIO HEALTH CHECK
Think your portfolio is well-built?
No documents required. No obligation.
A fresh perspective on how your portfolio is put together.
We don't judge your portfolio simply by what you choose to invest in.
The check looks at how your investments are structured, diversified, monitored and managed in relation to your objectives and investment horizon.
This is an indicative assessment based on your responses and is not personalised investment advice or a prediction of investment performance.
Ready for a quick second look?
These 10 questions look at portfolio structure, diversification and overlap, concentration, performance evaluation, and review discipline.
Your mutual fund portfolio may benefit from a closer review.
Based on your responses, we identified a few areas worth examining more closely.
Your responses indicate that some aspects of the portfolio may benefit from a closer look.
This does not necessarily mean the underlying funds are poor investments. The issue may simply be how the funds work together as one portfolio.
Each answer maps to one of five mutual-fund portfolio areas: portfolio structure, diversification & overlap, concentration risk, performance evaluation, and review & rebalancing discipline. Your result in each area reflects the pattern in your responses.
Choosing 100% equity is not automatically penalised. The check evaluates how your chosen mutual-fund portfolio is structured and managed in relation to its objective and investment horizon.
This result is indicative and based only on the answers you provided. It is not personalised investment advice, does not determine whether any investment is good or bad, and does not predict future performance.
We're not asking you to change them. A second opinion simply gives you another perspective on how your mutual fund portfolio is put together.
No switching. No pressure. Just another perspective.Get a second opinion on your mutual fund portfolio.
Share your details and we'll arrange a confidential portfolio review.
Thank you.
We've received your details. A member of the BN Global team will reach out within 1-2 business days to talk through your portfolio review.