Funds Risk Assessor

Match a fund or portfolio to a particular risk profile.

  • Our Funds Risk Assessor allows you to rate any fund or portfolio of funds against your chosen risk questionnaire.
  • Choose from 175,000 UK and offshore funds, or enter an adviser firm’s centralised investment proposition to see the risk rating and position in the risk band.
  • Then adjust the investment time horizon to see how this affects the risk rating of each investment.