Tool 02

Portfolio Allocation Tool

Six questions, no jargon. Your answers produce a suggested split across three broad asset groups — a starting point for a conversation, not a prescription.

Your suggested mix appears here

Answer the six questions and press Show my suggested mix.

This tool suggests an educational starting point based on your answers. It is not a personal recommendation. A full, documented risk-profiling exercise is completed with every Starfetch client before any mandate is agreed.

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