Asset allocation summary
after an in-house wealth-planning tool
Asset allocation
Current ¥0→Proposed ¥0
Current mix
25% / 75%
Growth / Defensive
CurrentAsset classProposed
20.0%Cash & short-term8.0%
55.0%Bonds22.0%
20.0%Equity48.0%
3.0%REIT12.0%
2.0%Alternatives6.0%
0.0%Commodities4.0%
Proposed mix
70% / 30%
Growth / Defensive
Class weights · subclass detail on the allocation detail card