Risk mapping reports
We understand how important it is to consider your client's attitude to risk when you’re helping them make investment choices. That’s why we’ve had our Governed Portfolio investment range rated by six different risk profilers.
Governed Portfolios ratings
| Portfolio | Defaqto | Dynamic Planner | EV | FinaMetrica | Synaptic |
Oxford Risk |
|---|---|---|---|---|---|---|
|
Governed Portfolio Defensive (replacing Governed Portfolio 3) |
2 | 3 |
3 |
31-44 | 3 | 2 |
| Governed Portfolio Conservative (replacing Governed Portfolio 6) | 3 | 4 | 5 | 46-57 | 4 | 3 |
| Governed Portfolio Moderate (replacing Governed Portfolio 2 & 9) | 4 | 5 | 6 | 53-64 | 5 | 4 |
| Governed Portfolio Growth (replacing Governed Portfolio 1 & 5) | 5 | 5 | 8 | 62-74 | 6 | 4 |
| Governed Portfolio Enhanced (replacing Governed Portfolio 4 & 8) | 6 | 6 | 9 | 71-89 | 7 | 5 |
| Governed Portfolio Dynamic (replacing Governed Portfolio 7) | 8 | 7 | 9 | 79-100 | 8 | 6 |
| Governed Portfolio Total Equity | 9 | 7 | 10 | 80 - 100 | 9 | 6 |
Governed Retirement Income Portfolios ratings
| Portfolio | Defaqto | Dynamic Planner | EV | FinaMetrica | Synaptic | Oxford Risk |
|---|---|---|---|---|---|---|
| GRIP 1 | 2 | 3 | 3 | 33-45 | 3 | 2 |
| GRIP 2 | 2 | 4 | 4 | 41-52 | 4 | 2 |
| GRIP 3 | 3 | 4 | 5 | 46-57 | 4 | 3 |
| GRIP 4 | 4 | 5 | 6 | 53-65 | 5 | 4 |
| GRIP 5 | 5 | 5 | 7 | 59-71 | 5 | 4 |
Notes
- Defaqto Risk Ratings are correct as at February 2025
- The Dynamic Planner Risk Profile assessment is correct as at Q1 2025
- EV Risk Ratings based on 1-10 scale data generated by Fund Risk Assessor on a 10-year time horizon, correct as at Q1 2025
- FinaMetrica scores are for each of the funds considered in isolation and are based on “OK Risk” correct as at November 2024
- Synaptic ratings based on 1-10 scale, correct as at Q1 2025
- Oxford Risk ratings based on 1-7 scale, correct as at November 2024.