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 have had our Governed Range risk rated by the following risk profilers.
Governed Portfolios ratings
| Portfolio | Defaqto | Dynamic Planner | EV | FinaMetrica |
Oxford Risk |
|---|---|---|---|---|---|
|
Governed Portfolio Defensive |
2 | 3 |
2 |
35-47 | 2 |
| Governed Portfolio Conservative | 3 | 4 | 4 | 44-55 | 3 |
| Governed Portfolio Moderate | 4 | 5 | 6 | 53-64 | 3 |
| Governed Portfolio Growth | 5 | 5 | 7 | 60-72 | 4 |
| Governed Portfolio Enhanced | 6 | 6 | 8 | 66-79 | 5 |
| Governed Portfolio Dynamic | 8 | 7 | 9 | 76-100 | 6 |
| Governed Portfolio Total Equity | 9 | 7 | 10 | 80 - 100 | 6 |
Governed Retirement Income Portfolios ratings
| Portfolio | Defaqto | Dynamic Planner | EV | FinaMetrica | Oxford Risk |
|---|---|---|---|---|---|
| GRIP 1 | 2 | 3 | 2 | 32-44 | 2 |
| GRIP 2 | 2 | 4 | 3 | 40-51 | 2 |
| GRIP 3 | 3 | 4 | 5 | 46-57 | 3 |
| GRIP 4 | 4 | 5 | 6 | 53-64 | 3 |
| GRIP 5 | 5 | 5 | 7 | 59-71 | 4 |
Notes
- Defaqto Risk Ratings are correct as at September 2026
- The Dynamic Planner Risk Profile assessment is correct as at Q2 2026
- EV Risk Ratings based on 1-10 scale data generated by Fund Risk Assessor on a 10-year time horizon, correct as at Q3 2026
- FinaMetrica scores are for each of the funds considered in isolation and are based on “OK Risk” correct as at August 2025
- Oxford Risk ratings based on 1-7 scale, correct as at October 2025.