See below the waterline.
Seven holdings can look well spread. Inside the funds, half the money may sit in six companies. Arctic looks inside your funds at every broker, so each company shows once, at its full size.
Illustrative figures.
What drove it.
- One company, once
The same company arriving under different names, from different brokers and funds, is matched by its standard identifiers and shown as one line.
- Risk counted company by company
Concentration is measured in the companies you are exposed to, not the funds they sit in, so a name spread across several funds is seen at its full size.
- What moved your return
See which holdings moved your return, from the largest gain to the largest loss, beside a benchmark over the same days.
- Nasdaq-100 fund+£19,413
- Amazon+£11,640
- S&P 500 fund+£8,215
- Rolls-Royce−£2,319
- Global tech fund−£4,107
Illustrative figures. Past performance is not a reliable indicator of future results.
Return, beside the risk taken to earn it.
Set your portfolio against a benchmark over the same days, with its volatility and max drawdown shown next to the return.
| You | Moderate mix | |
|---|---|---|
| Return | +9.8% | +8.4% |
| Volatility | 11.4% | 8.9% |
| Max drawdown | −8.2% | −6.8% |
Illustrative figures. Past performance is not a reliable indicator of future results.
The risk report a private bank would give you.
Stress tests on your own holdings, value at risk, and where your risk comes from, line by line.
Advanced risk analytics
Your whole portfolio, analysed the way a private bank reports it
Stress tests, value at risk and risk contribution across every account, with reports to download. A premium feature.
Live your wealth.
Arctic is opening to a small group first. Your invitation comes by email.