Our range of Magnet and Compass funds are readymade portfolios, each designed with a particular type of investor in mind. These funds are multi-asset, in that they will invest across different asset classes; and multi-manager as each is not restricted to using a single fund manager for all asset types and investment styles.
They all try to maximise returns but each of the portfolios is given set parameters as to how risky they can be. We offer Portfolio Funds across 4 different risk ratings, making it easier for you, and your clients, to select the right investment to meet your goals. Whether your client’s are adventurous with their finances or prefer to play it safe, there is a choice to suit each investor.
If your clients need help in understanding how much risk they are prepared to accept when making an investment decision then our Investment Suitability Tool may help. This does not try to place your client, as a person, in a particular risk category, but rather acts as a guide on the amount of risk your client might want to take if looking at a specific investment decision. It also aims to help your client understand how an investment matched to this level of risk might behave.