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
(Q2 2019)
Distribution Technology Assigned risk profile
(Q2 2019)
EValue risk rating
(Q2 2019)
FinaMetrica Risk Tolerance 'best fit' Score
(Q1 2019)
Synaptic risk rating
(Q2 2019)
1 5 5 5 64-84 3.5
2 4 4 49-63  2.9
3 2 3 21-48  2.2
4 6 6 75-100  4.3
5 5 5 61-74  3.6
6 3 4 41-60  2.6
7 8 6 7 87-100  4.8
8 6 6 70-86  4.3
9 4 4 47-69  3.0

 

Royal London
Governed Retirement Income Portfolio
Defaqto risk rating
(Q2 2019)
Distribution Technology Assigned risk profile
(Q2 2019)
EValue risk rating
(Q2 2019)
FinaMetrica Risk Tolerance 'best fit' Score
(Q1 2019)
Synaptic risk rating
(Q2 2019)
1 2 3 1 14-38 2.2
39-46  2.3
47-52  2.5
3 53-59  2.8
4 60-74  3.2

*25 year term - based on the EValue standard 10 risk rating scale

You can download the following risk mapping reports:

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.