This information is provided for information only and must not be considered as investment advice. You should seek professional investment advice before making any investment decision.
Risk Mapping
We use a broad range of measures to risk rate our portfolios and we set asset allocation limits to control risk. Experience also teaches us that it is important to remain within the spirit of these limits and not to rely on the hard limits by themselves or in isolation. Other service providers measure risk according to their own scales. Margetts has teamed up with some of the most well known providers and the below can be used to help map our funds to their scales.
The below ratings are provided by the third party providers and Margetts do not accept any responsibility for their assessment. Professional financial advisers ultimately have responsibility for assessing the suitability of any product to investor needs.
Distribution Technology has rated our Risk Rated funds according to their own scale of risk and the sub-categories to help advisers target the most relevant funds.
Users of Distribution Technology’s Dynamic Planner should already be familiar with their risk scale. The information on this page provides a quick reference to these ratings.
The Risk Rated funds can also be combined to increase diversification, meet specific portfolio objectives and provide greater flexibility. We can prepare Risk Rated Reports to help illustrate a portfolio on request.
FinaMetrica is a global specialist in risk profiling who has built a strong reputation for their psychometric risk profiling tool. Margetts Risk Rated funds can be used to match a client’s risk profile and FinaMetrica has provided historic data to help advisers set client expectations in relation to their portfolio and risk profile.
Educational resources explain risk and return in the context of the client’s risk tolerance and Margetts Risk Rated reports combine actual portfolio allocation with FinaMetrica’s study of historic risk and returns. You can view a sample questionnaire on the FinaMetrica site. Please contact us for a sample risk rated report.
Advisers already familiar with FinaMetrica can use the linking spreadsheet below to help align a FinaMetrica score with Margetts risk scale. Please note that you will need to take into account the client’s capacity for loss.
FinaMetrica is responsible for collating this data.
Defaqto has rated our Risk Rated funds according to their own scale of risk using both quantitative and qualitative inputs.
Users of Defaqto should already be familiar with their risk scale. The information on this page provides a quick reference to these ratings and the methodology.
The Risk Rated funds can also be combined to increase diversification, meet specific portfolio objectives and provide greater flexibility. We can prepare Risk Rated Reports to help illustrate a portfolio on request.