Risk Ratings

Select appropriate investment portfolios for your clients with Defaqto Risk Ratings.

Used as part of the risk profiling and fund selection process in adviser software Defaqto Engage, they help you quickly identify suitable portfolios to meet a client's mandate – with an audit trail to document the advice given.

See how Risk Ratings benefit your investment advice process  

We currently risk-rate propositions from the following:

Fund Managers
  • Architas
  • Artemis
  • Aviva Investors
  • BNY Mellon
  • Brooks Macdonald
  • Canada Life
  • Close Brothers Asset Management
  • Cornelian Asset Managers
  • F&C (BMO Global Asset Management)
  • Fidelity
  • Goldman Sachs Asset Management
  • Invesco Perpetual
  • Investec Asset Management
  • JP Morgan
  • Jupiter Asset Management
  • Legal & General (Unit Trust Managers) Ltd
  • M&G
  • Old Mutual Investment Management
  • Premier Asset Management
  • Prudential
  • Pyrford (BMO Global Asset Management)
  • Rathbones
  • Royal London Asset Management
  • Santander Asset Management
  • Schroders
  • Seven Investment Management
  • Sinfonia Asset Management
  • Standard Life Investments
  • Thesis Asset Management
  • Vanguard
  • Wise Investment
  • Zurich
  • Brewin Dolphin
  • Brooks Macdonald
  • Charles Stanley
  • Church House Investment Management
  • City Asset Management
  • Close Brothers Asset Management
  • Fairstone Marketstar
  • LGT Vestra
  • Seven Investment Management
  • Standard Life Wealth
  • Thesis Asset Management
  • Whitechurch Securities Ltd

Life and Pension Mirror Funds also inherit the Risk Ratings of the above managers.

All of the risk rated fund are available within Defaqto Engage. Already a user? Access free training and support to help you maximise the benefits of its risk profiling and fund selection module.

New to Engage? Request a free trial

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