Our Risk-Managed Portfolios are six risk-targeting multi-asset funds, designed to make investing easier. To help you determine the suitability of the Risk-Managed Portfolios for your clients, we have worked with a number of the leading risk profiling providers to map the funds to their risk rating scales.
The tool below outlines the risk ratings that have been assigned to each fund by the relevant model. Risk ratings are intended as a guide and should not form the sole basis for advice to invest in a portfolio.
Choose risk profiles:
Key:
- Equities
- Bonds
- Cash
Highest risk
Growth assets
Best fit
Growthassets
Best fit
Highest risk
Lowest risk
Risk ratings from Aegon are based on the fund’s sector and characteristics and are subject to change.
The risk ratings above are only for use by financial advisers licensed to use the risk scales listed. They are for guidance purposes only and do not constitute advice. Financial advisers must satisfy themselves that the funds’ current asset allocations reflect the risk/return expectations of the funds when mapped. Capital at risk. Aegon does pay for the risk ratings above. However, they are calculated independently.
The asset splits shown are illustrative only, for current asset allocations please see the fund factsheets.