More about Defaqto Risk Rated Funds

We independently map risk-bound multi-asset funds with 10 Defaqto risk levels, enabling advisers to match portfolios to their clients' risk profiles.

A Risk Rating of 1 indicates that a proposition represents the lowest risk; a Risk Rating of 10 indicates the highest level of risk. Currently, no funds are mapped to level 1.

These bands have been created in partnership with Moody’s Analytics, and we have a robust process that reviews funds and the levels that they map to on a quarterly basis.

Importantly, Risk Rated Funds are integrated into our research software – Defaqto Engage – allowing advisers to extract their clients’ mandates in a compliant manner, and to find suitable investment portfolios to match these.

Learn about the risk profiling and fund selection module within Defaqto Engage

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