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 | EValue | FinaMetrica | Synaptic |
Oxford Risk |
|---|---|---|---|---|---|---|
|
1 |
5 | 5 | 8 | 62-74 | 6 | 4 |
| 2 | 4 | 5 | 7 | 53-64 | 5 | 4 |
| 3 | 2 | 3 | 3 | 31-44 | 3 | 2 |
| 4 | 6 | 6 | 9 | 71-89 | 7 | 5 |
| 5 | 5 | 5 | 8 | 62-74 | 6 | 4 |
| 6 | 3 | 4 | 6 | 46-57 | 4 | 3 |
| 7 | 8 | 7 | 9 | 79-100 | 8 | 6 |
| 8 | 6 | 6 | 9 | 71-89 | 7 | 5 |
| 9 | 4 | 5 | 7 | 53-64 | 5 | 4 |
Governed Retirement Income Portfolios ratings
| Portfolio | Defaqto | Dynamic Planner | EValue | FinaMetrica | Synaptic | Oxford Risk |
|---|---|---|---|---|---|---|
| 1 | 2 | 3 | 3 | 33-45 | 3 | 2 |
| 2 | 2 | 3 | 4 | 41-52 | 3 | 3 |
| 3 | 3 | 4 | 5 | 46-57 | 4 | 3 |
| 4 | 4 | 5 | 6 | 53-65 | 5 | 4 |
| 5 | 5 | 5 | 7 | 59-71 | 6 | 4 |
Notes
- Defaqto Risk Ratings are correct as at May 2024
- The Dynamic Planner Risk Profile assessment is correct as at Q1 2024
- EValue Risk Ratings based on 1-10 scale data generated by Fund Risk Assessor on a 10-year time horizon, correct as at Q2 2024
- FinaMetrica scores are for each of the funds considered in isolation and are based on “OK Risk” correct as at July 2023
- Synaptic ratings based on 1-10 scale, correct as at Q2 2024
- Oxford Risk ratings based on 1-7 scale, correct as at April 2024.