Risk mapping reports

We understand how important it is to consider your clients’ attitude to risk when you’re helping them make investment choices.

 

Governed Portfolios
   4 7 8
Defaqto Defaqto Risk Rating - 5 Defaqto Risk Rating - 4 Defaqto Risk Rating - 2 Defaqto Risk Rating - 6 Defaqto Risk Rating - 5 Defaqto Risk Rating - 3 Defaqto Risk Rating - 8 Defaqto Risk Rating - 6
Dynamic Planner Dynamic planner risk rating - 5 Dynamic planner risk rating - 5 Dynamic planner risk rating - 3 Dynamic planner risk rating - 6 Dynamic planner risk rating - 5 Dynamic planner risk rating - 4 Dynamic planner risk rating - 7 Dynamic planner risk rating - 6
 EValue EV Risk Rating - 5 EV Risk Rating - 3 EV Risk Rating - 1 EV Risk Rating - 7 EV Risk Rating - 5 EV Risk Rating - 2 EV Risk Rating - 8
 FinaMetrica FinaMetrica Score Range - 62-74 FinaMetrica Score Range - 53-64 FinaMetrica Score Range - 34-46 FinaMetrica Score Range - 71-89 FinaMetrica Score Range - 62-74 FinaMetrica Score Range - 47-58 FinaMetrica Score Range - 79-100 FinaMetrica Score Range - 71-89 FinaMetrica Score Range - 53-65
Synaptic Synaptic Risk Rating - 6 Synaptic Risk Rating - 5 Synaptic Risk Rating - 3 Synaptic Risk Rating - 7 Synaptic Risk Rating - 6 Synaptic Risk Rating - 4 Synaptic Risk Rating - 8 Synaptic Risk Rating - 7 Synaptic Risk Rating - 5
Oxford Risk Oxford Risk 4 Oxford Risk - 3/5 4/7  Oxford Risk 2/5 2/7  Oxford Risk 4/5 5/7  Oxford Risk 4/5 5/7  Oxford Risk 2/5 3/7 

 

Oxford Risk 4/5 5/7  Oxford Risk 3/5 4/7 

 

Governed Retirement Income Portfolios
  12345
Defaqto Defaqto Risk Rating - 2 Defaqto Risk Rating - 2 Defaqto Risk Rating - 3 Defaqto Risk Rating - 4 Defaqto Risk Rating - 5
Dynamic Planner Dynamic planner risk rating - 3 Dynamic planner risk rating - 3 Dynamic planner risk rating - 4 Dynamic planner risk rating - 5 Dynamic planner risk rating - 5
EValue EV Risk Rating - 1 EV Risk Rating - 1 EV Risk Rating - 1 EV Risk Rating - 3 EV Risk Rating - 5
FinaMetrica FinaMetrica Score Range - 33-45 FinaMetrica Score Range - 41-52 FinaMetrica Score Range - 46-57 FinaMetrica Score Range - 55-66 FinaMetrica Score Range - 61-74
Synaptic Synaptic Risk Rating - 3 Synaptic Risk Rating - 3 Synaptic Risk Rating - 4 Synaptic Risk Rating - 5 Synaptic Risk Rating - 6
Oxford Risk Oxford Risk 1/5 2/7 Oxford Risk 2/5 3/7 Oxford Risk 2/5 3/7 Oxford Risk 2/5 3/7 Oxford Risk 3/5 4/7
  • Defaqto Risk Ratings are correct as at  May 2022.
  • The Dynamic Planner Risk Profile assessment is correct as at Q1 2022.
  • EValue Risk Ratings based on 1-10 scale data generated by Fund Risk Assessor on a 25-year time horizon, correct as at Q2 2022.
  • 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 Q2 2022.
  • Oxford Risk ratings correct as at January 2022.

You can download the following risk mapping reports:

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.