Educational Video Guides Navigating Asset Allocation on ADCB Personal Internet Banking

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How to view your Investment Portfolio's Asset Allocation on ADCB Personal Internet Banking

First, go to the menu on the top left corner of your screen. Tap on Track Investments and choose 'Asset Allocation'. Next, tap on the drop down and select the date, currency, and portfolio you want to analyse. You can now choose between different asset classes to understand your portfolio construction.

  • Equitys
  • Fixed income
  • Cash and Equivalent
  • Alternatives
  • Multi-Asset

To dive deeper, you can tap here to choose between different sub-categories

  • Asset class
  • Sector
  • Country
  • Subsector
  • Security Type

You can also view the security level portfolio drill down. To make it even more useful, you can sort this report in an ascending or descending order and apply filters to see the data that is most relevant to you.

For Glossary of terms, abbreviations and explanations on investments, please visit adcb.com/invglossary.

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