FOR ADVISERS ONLY
Risk mapping reports
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 | 4 | 5 | 6 | 7 | 8 | 9 | |
| Defaqto |  |
 |
 |
 |
|
 |
 |
|
|
| Dynamic Planner |  |
 |
 |
 |
|
|
|
|
|
| EValue |  |
 |
 |
 |
|
 |
 |
|
|
| FinaMetrica |  |
 |
 |
 |
 |
 |
 |
|
|
| Synaptic |  |
 |
 |
 |
|
 |
 |
|
|
| Oxford Risk |  |
 |
 |
 |
 |
 |
|
 |
 |
| Governed Retirement Income Portfolios | |||||
|---|---|---|---|---|---|
| 1 | 2 | 3 | 4 | 5 | |
| Defaqto | |
|
|
|
|
| Dynamic Planner | |
|
|
|
|
| EValue | |
|
|
|
|
| FinaMetrica |  |
 |
 |
 |
 |
| Synaptic | |
|
|
|
|
| Oxford Risk |  |
 |
 |
 |
 |
Defaqto Risk Ratings are correct as at November 2020.
The Dynamic Planner Risk Profile assessment is correct as at Q4 2020.
EValue Risk Ratings based on 1-10 scale data generated by Fund Risk Assessor on a 25-year time horizon, correct as at Q4 2020.
FinaMetrica scores are for each of the funds considered in isolation and are based on “OK Risk” correct as at Q3 2020.
Synaptic ratings based on 1-10 scale, correct as at Q4 2020.
Oxford Risk ratings correct as at January 2020.
You can download the following risk mapping reports:
- EValue (PDF 542 KB)
- FinaMetrica (PDF 160 KB)
- Synaptic (PDF 650 KB)
- Dynamic Planner (PDF 242 KB)
- Oxford Risk (PDF 331 KB)