Using the Calculator

Select the base currency of your portfolio from the drop down menu. Select either a portfolio of G11 currencies or the full range of currencies traded at Lee Overlay by clicking Global Currency list.

Select each of the currencies which you hold in your portfolio, and input the corresponding percentage exposure or asset value in the adjacent box. Repeat this on a new row for each currency you hold.

If your portfolio contains a small number of currencies, assign a weighting of zero to the currencies you do not trade. The total of all exposures must add to 100%. When complete, click on the 'Calculate' button.

The number beside each individual currency is the absolute level of currency risk on an annualised basis resulting from that individual currency position. The total risk relates to the absolute currency risk inherent on your portfolio of currency exposures on an annualised basis. The next column shows the potential loss over 6 months given a 2 standard deviation move in the currency. The final column gives the current in-house view of holding a position in a particular currency. It shows whether we believe a currency will appreciate or depreciate over the next 6 months.

Important note: This calculator is designed to give an indication of the currency risk inherent in a portfolio. It does not constitute advice to buy or sell any particular currency.