Portfolio allocation amounts calculator UK
Turn target allocation percentages into pound amounts for three holdings. Check the formula, worked example and limits before using your own figures.
Enter your figures
Target holding A
Inputs changed. Select Calculate result to update your estimate.
Use your actual figures. Any prefilled price, fee, rate or return is an editable illustration, not a current product quote. Allocation arithmetic only. No recommended portfolio, suitability assessment, dealing costs or tax modelling.
How the portfolio allocation amounts calculator uk works
Holding C receives the remaining percentage. Multiply each share by total value.
Data basis: mathematical formula using your inputs. Example prices and rates are illustrative, not current market quotes.
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Worked example: portfolio allocation amounts
This illustration uses the calculator’s example inputs. It is not a quote or a recommended financial decision.
- Portfolio total (£)
- 20,000
- Target share for holding A (%)
- 60
- Target share for holding B (%)
- 30
Target holding A: £12,000.00
Holding C receives the remaining percentage. Multiply each share by total value.
Portfolio allocation amounts: questions answered
What does the portfolio allocation amounts calculation include?
Holding C receives the remaining percentage. Multiply each share by total value. Use your actual figures. Any prefilled price, fee, rate or return is an editable illustration, not a current product quote. Allocation arithmetic only. No recommended portfolio, suitability assessment, dealing costs or tax modelling.
Using your result
Example inputs are a starting point. Replace them with your figures and select Calculate result. Results are rounded for display; calculations use unrounded values.
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