Allocation
Spread across four places
Total
£14.9k
Global shares
58%
Government bonds
25%
Cash reserve
12%
Property fund
5%
Opening your demo view
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Investments · illustrative data
A simple allocation snapshot designed to sit beside everyday budgeting—not compete with it. Values are fictional and not market data.
Demo portfolio
£14,908
Allocation
Total
£14.9k
Global shares
58%
Government bonds
25%
Cash reserve
12%
Property fund
5%
Holdings
Global shares
58% allocation
£8,650
+2.4%Government bonds
25% allocation
£3,725
+0.6%Cash reserve
12% allocation
£1,788
0.0%Property fund
5% allocation
£745
-0.8%Monthly contribution
£240
Illustrative recurring amount
Next review
12 Sep
A reminder, not a recommendation