Multi-asset portfolio yield illustrator - J.P. Morgan Asset Management
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Multi-asset portfolio yield illustrator

This interactive illustrator allows you to discover what different investment allocations may have yielded over the last ten years, benchmarked against inflation.

How to use the calculator

Use the sliders for each asset class to change the portfolio allocation percentages. This can help your decision making process when considering an investment portfolio.

Assumptions

Price and total returns are based on historical performance only, and this is not indication of future returns.

All index returns are calculated in local currency and are calculated from the 1st of January from that year.

  • Japan is the MSCI Japan Index
  • Asia ex Japan is the MSCI Asia ex Japan Index
  • US is the MSCI USA Index
  • Europe ex UK is the MSCI Europe ex UK Index
  • UK is the MSCI United Kingdom Index.
Investment Tools

This tool is provided for information purposes only and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. The information is considered to be reliable at the time of writing, may not necessarily be all-inclusive and is not guaranteed as to accuracy.