Defaqto Risk Ratings

Get your risk-bound multi-asset funds risk mapped by Defaqto to position your propositions appropriately with financial advisers who use our Risk Ratings to select suitable investment portfolios for their clients. 

Risk Ratings:

  • Widen distribution of your fund range by being integrated into our research software for advisers Defaqto Engage, used by nearly 80 networks and national advisory firms
  • Support growth in assets under influence by being part of a workflow that advisers use to match investment solutions to clients’ agreed attitude to risk
  • Provide an independent and robust risk mapping within a process that advisers can trust, and that ultimately supports their delivery of compliant advice

Read about how we risk rate funds 

See how advisers use Risk Ratings in Engage

We currently risk map propositions from the following fund managers:

  • 7IM (Seven Investment Management)
  • AEGON
  • AJ Bell Asset Management Limited
  • AlphaBeta Partners
  • Architas Multi-Manager Ltd
  • Aviva Investors UK Fund Services Limited
  • Blackfinch Investments Ltd
  • BMO Global Asset Management
  • BNY Mellon Investment Management EMEA Limited
  • Bordier & Cie (UK) PLC
  • Brewin Dolphin Limited
  • Brooks MacDonald Asset Management Limited
  • Brooks Macdonald Funds Limited (BMF)
  • Canada Life Investments
  • Cerno Capital Partners LLP
  • Church House Investment Management
  • City Asset Management Plc
  • Close Brothers Asset Management
  • Cornelian Asset Managers
  • Fidelity International
  • Financial Express
  • First State Investments
  • Goldman Sachs Asset Management International
  • Hawksmoor Investment Management Limited
  • HSBC Global Asset Management (UK) Ltd
  • Invesco Asset Management Ltd
  • Janus Henderson Investors
  • JP Morgan Asset Management
  • Jupiter Asset Management
  • Legal & General Investments
  • LGT Vestra LLP
  • LionTrust Investment Partners LLP
  • LV= (Retirement Solutions)
  • M & G Investments
  • Margetts Fund Management Ltd
  • Mazars Financial Planning Ltd
  • Miton Asset Management Limited
  • Newscape Capital Group
  • Orbis Investments (U.K.) Limited
  • Parmenion Capital Partners LLP
  • Premier Asset Management
  • Prudential Distribution Limited (PDL)
  • Psigma
  • Quilter Cheviot Limited
  • Quilter Investors Limited
  • Rathbones
  • Royal London Asset Management
  • Royal London Group
  • Ruffer LLP
  • Santander Asset Management UK
  • Scottish Widows Investment Partnership
  • SEI
  • Seneca Investment Mangers
  • Sinfonia Asset Management
  • Smith & Williamson
  • Tatton Investment Management
  • Thesis Asset Management
  • Threadneedle Investments
  • Verbatim Asset Management Limited
  • Vitality Health
  • Whitechurch Securities Limited
  • Winton
  • Wise Funds Ltd

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