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:

  • Architas – Multi Asset Active, Multi Asset Blended and Multi Asset Passive
  • Aviva Investors
  • Brooks Macdonald
  • Close Asset Management
  • GAM
  • Goldman Sachs Asset Management
  • Investec Asset Management
  • Investec Wealth & Investment
  • Legal & General Investment Management
  • M&G
  • Old Mutual – Foundation Funds, Generation Funds, Spectrum Funds and Voyager Funds  
  • Premier
  • Prudential – Dynamic and PruFunds
  • Rathbone Unit Trust Management
  • Santander Asset Management
  • Seven Investment Management – Multi-Manager and AAP Funds
  • Sinfonia
  • Standard Life Investments – Myfolio Multi-Manager, Myfolio Managed and Myfolio Market
  • SVS Cornelian
  • Thesis

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