FOR ADVISERS ONLY
Risk mapping reports
We understand how important it is to consider your clients’ attitude to risk when you’re helping them make investment choices.
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.
| Royal London Governed Portfolio | Defaqto risk rating (Q3 2019) | Distribution Technology Assigned risk profile (Q3 2019) | EValue risk rating (Q3 2019) | FinaMetrica Risk Tolerance 'best fit' Score (Q3 2019) | Synaptic risk rating (Q3 2019) |
|---|---|---|---|---|---|
| 1 | 5 | 5 | 3 | 65-85 | 3.6 |
| 2 | 4 | 4 | 2 | 51-64 | 3.1 |
| 3 | 2 | 3 | 1 | 26-50 | 2.1 |
| 4 | 6 | 6 | 3 | 75-100 | 4.4 |
| 5 | 5 | 5 | 3 | 62-74 | 3.7 |
| 6 | 3 | 4 | 2 | 41-61 | 2.6 |
| 7 | 8 | 6 | 4 | 87-100 | 4.8 |
| 8 | 6 | 6 | 3 | 70-86 | 4.4 |
| 9 | 4 | 4 | 2 | 48-69 | 3.1 |
| Royal London Governed Retirement Income Portfolio | Defaqto risk rating (Q3 2019) | Distribution Technology Assigned risk profile (Q3 2019) | EValue risk rating (Q3 2019) | FinaMetrica Risk Tolerance 'best fit' Score (Q3 2019) | Synaptic risk rating (Q3 2019) |
|---|---|---|---|---|---|
| 1 | 2 | 3 | 1 | 19-40 | 2.1 |
| 2 | 2 | 3 | 1 | 41-48 | 2.2 |
| 3 | 3 | 4 | 1 | 49-56 | 2.4 |
| 4 | 4 | 5 | 2 | 57-64 | 2.8 |
| 5 | 5 | 6 | 2 | 65-82 | 3.3 |
*25 year term - based on the EValue standard 10 risk rating scale
You can download the following risk mapping reports:
- Distribution Technology (PDF 247 KB)
- EValue (PDF 523 KB)
- FinaMetrica (PDF 548 KB)
- Synaptic (PDF 573 KB)