Scenarios|Help Centre
Build your plan
Help Centre/Accounts & Portfolios/Setting your portfolio allocation

Setting your portfolio allocation

1 min read

Summary

  • Each account has a portfolio: a percentage split across seven asset classes (global equities, UK equities, bonds, property, gold, cash, other).
  • Choose a template (Aggressive, Balanced, Cautious) or build a custom split.
  • The portfolio determines that account's expected return and volatility. Allocations must sum to 100%.

How allocation works

Each account is linked to a portfolio — a percentage split across seven asset classes (global equities, UK equities, bonds, property, gold, cash, other). Choose from templates (Aggressive, Balanced, Cautious, etc.) or create a custom allocation. The portfolio determines the expected return and volatility of that account. Allocations must sum to 100%.

Frequently asked questions

Do allocations need to add up to 100%?
Yes — allocations across the seven asset classes must sum to 100%.
Can different accounts have different allocations?
Yes, each account is linked to its own portfolio, so allocation can vary account by account.

More in Accounts & Portfolios

Adding and editing accountsSupported account typesUnderstanding platform feesHow to model account contribution phases
Still need help?

Can't find what you're looking for? We read every message and usually reply within 24 hours.

support@scenarios.uk
Scenarios
Build your financial plan, properly.
© 2026 Scenarios Software Ltd.
Scenarios is a trading name of Scenarios Software Ltd. Registered in England and Wales. Company No. 17046348. ICO registration: ZC115276.
Registered office: 1 Lievesley Grove, Nottingham, NG4 4LW