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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
  1 2 3  45 6  7 89 
Defaqto
Dynamic Planner
 EValue
 FinaMetrica
Synaptic
Oxford Risk          

 

    

 

Governed Retirement Income Portfolios
  12345
Defaqto
Dynamic Planner
EValue
FinaMetrica
Synaptic
Oxford Risk
  • Defaqto Risk Ratings are correct as at August 2021.
  • The Dynamic Planner Risk Profile assessment is correct as at Q2 2021.
  • EValue Risk Ratings based on 1-10 scale data generated by Fund Risk Assessor on a 25-year time horizon, correct as at Q2 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 2021.

You can download the following risk mapping reports:

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

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.