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 | 6 | 62-74 | 5 | 5 |
| 2 | 4 | 5 | 5 | 53-64 | 4 | 4 |
| 3 | 2 | 3 | 1 | 34-46 | 2 | 2 |
| 4 | 6 | 6 | 8 | 71-89 | 6 | 5 |
| 5 | 5 | 5 | 6 | 62-74 | 5 | 5 |
| 6 | 3 | 4 | 4 | 47-58 | 3 | 3 |
| 7 | 8 | 7 | 9 | 79-100 | 7 | 6 |
| 8 | 6 | 6 | 8 | 71-89 | 6 | 5 |
| 9 | 4 | 5 | 5 | 53-65 | 4 | 4 |
Governed Retirement Income Portfolios ratings
| Portfolio | Defaqto | Dynamic Planner | EValue | FinaMetrica | Synaptic | Oxford Risk |
|---|---|---|---|---|---|---|
| 1 | 2 | 3 | 1 | 33-45 | 2 | 2 |
| 2 | 2 | 3 | 2 | 41-52 | 2 | 3 |
| 3 | 3 | 4 | 3 | 46-57 | 3 | 3 |
| 4 | 4 | 5 | 5 | 55-66 | 3 | 4 |
| 5 | 5 | 5 | 6 | 61-74 | 4 | 4 |
Notes
- Defaqto Risk Ratings are correct as at November 2022
- The Dynamic Planner Risk Profile assessment is correct as at Q4 2022
- EValue Risk Ratings based on 1-10 scale data generated by Fund Risk Assessor on a 10-year time horizon, correct as at Q4 2022
- FinaMetrica scores are for each of the funds considered in isolation and are based on “OK Risk” correct as at August 2022
- Synaptic ratings based on 1-10 scale, correct as at Q4 2022
- Oxford Risk ratings based on 1-7 scale, correct as at January 2022.