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Client Risk Profiled fund range
What is our Client Risk Profiled fund range?
Our Client Risk Profiled (CRP) range is a group of three funds focussed across different asset classes and with differing risk profiles, helping give clients an investment range to suit their needs.
The fund range consists of the following three funds:
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Flexible Bond
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Multi-Asset Balanced
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Flexible Equity
Each of the funds has been given an SRRI score (Synthetic Risk and Reward Indicator). This indicator is used to show the level of risk by providing a number from 1 to 7, with 1 representing low risk and 7 representing high risk.
Why this range?
This suite of funds provide diversification across regions and sectors, helping to manage risk from not being too exposed to a single part of the market and enabling the funds to take advantage of market opportunities.
In terms of asset classes, the funds differ in their focus across bonds and equities, with the Multi-Asset Balanced Fund offering a mix between the two. Our core approach however remains the same across all three funds, namely that they are multi-manager, actively managed and fully diversified funds.
PORTFOLIO
The pie charts below highlight the investment diversification within the Flexible Bond Fund. Please note these charts have been provided for illustrative purposes and they will change over time. For the latest breakdowns, please see the factsheet.
PORTFOLIO
The pie charts below highlight the investment diversification within the MA Balanced Fund. Please note these charts have been provided for illustrative purposes and they will change over time. For the latest breakdowns, please see the factsheet.
Multi-Asset (MA) Balanced Fund
Synthetic Risk and Reward Indicator score (SRRI) 4
This Fund aims:
To achieve a return for investors over the medium to long term based on a combination of capital growth and income, and with a medium to high volatility level through exposure to a diversified range of asset classes.
PORTFOLIO
The pie charts below highlight the investment diversification within the Flexible Equity Fund. Please note these charts have been provided for illustrative purposes and they will change over time. For the latest breakdowns, please see the factsheet.
Flexible Equity Fund
Synthetic Risk and Reward Indicator score (SRRI) 5
This Fund aims:
to achieve a return for investors over the medium to long term based on a combination of capital growth and income, and with a medium to high volatility level.