FOR ADVISERS ONLY
Risk mapping reports
We understand how important it is to consider your clients’ attitude to risk when you’re helping them make investment choices.
So we work with some of the industry’s leading risk profilers who map our Governed Portfolios and Governed Retirement Income Portfolios to their own risk scales.
The mappings below aim to help you work with your clients to select a portfolio from our Governed Range that best suits their risk appetite.
| Governed Portfolios | |||||||||
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| 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | |
| Defaqto |  |
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| Dynamic Planner |  |
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| EValue |  |
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| FinaMetrica |  |
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| Synaptic |  |
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| Oxford Risk |  |
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| Governed Retirement Income Portfolios | |||||
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| 1 | 2 | 3 | 4 | 5 | |
| Defaqto | |
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| FinaMetrica |  |
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| Synaptic | |
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| Oxford Risk |  |
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- Defaqto Risk Ratings are correct as at November 2021.
- The Dynamic Planner Risk Profile assessment is correct as at Q4 2021.
- EValue Risk Ratings based on 1-10 scale data generated by Fund Risk Assessor on a 25-year time horizon, correct as at Q4 2021.
- FinaMetrica scores are for each of the funds considered in isolation and are based on “OK Risk” correct as at Q3 2021.
- Synaptic ratings based on 1-10 scale, correct as at Q3 2021.
- Oxford Risk ratings correct as at January 2022.
You can download the following risk mapping reports:
- EValue (PDF 435 KB)
- FinaMetrica (PDF 66 KB)
- Synaptic (PDF 196 KB)
- Dynamic Planner (PDF 166 KB)
- Oxford Risk (PDF 412 KB)