We map a wide range of multi-asset funds, strategic asset allocations, and model portfolios for our clients.
Some clients choose to keep their risk mapping results available only within their firm. However, others make them available to all users, as shown below.
You can compare the funds' risk estimate to the risk bands to determine the risk level. For example, a fund with a risk estimate of 8.5% would be classified as medium risk using a 5 category scale or medium-low risk using the 7 category scale.
| Fund / Portfolio | Risk estimate |
| 7IM: Moderately Cautious | 8.1% |
| 7IM: Balanced | 10.7% |
| 7IM: Moderately Adventurous | 12.9% |
| 7IM: Adventurous | 14.5% |
| 7IM: Cautious | 6.0% |
| 7IM: AAP Moderately Cautious | 8.1% |
| 7IM: AAP Balanced | 10.7% |
| 7IM: AAP Moderately Adventurous | 12.9% |
| 7IM: AAP Adventurous | 14.5% |
| 7IM: AAP Income | 8.0% |
| 7IM: Personal Injury | 6.0% |
| 7IM: Real Return | 6.8% |
| 7IM: Sustainable Balance | 10.5% |
| 7IM: Pathbuilder 1 | 8.0% |
| 7IM: Pathbuilder 2 | 10.5% |
| 7IM: Pathbuilder 3 | 12.7% |
| 7IM: Pathbuilder 4 | 15.6% |
| 7IM: Active Cautious | 6.0% |
| 7IM: Active Moderately Cautious | 8.1% |
| 7IM: Active Balanced | 10.7% |
| 7IM: Active Moderately Adventurous | 12.9% |
| 7IM: Active Adventurous | 14.5% |
| 7IM: Blended Cautious | 6.0% |
| 7IM: Blended Moderately Cautious | 8.1% |
| 7IM: Blended Balanced | 10.7% |
| 7IM: Blended Moderately Adventurous | 12.9% |
| 7IM: Blended Adventurous | 14.5% |
| 7IM: Blended Income | 10.8% |
| 7IM: Passive Cautious | 5.8% |
| 7IM: Passive Moderately Cautious | 8.0% |
| 7IM: Passive Balanced | 10.5% |
| 7IM: Passive Moderately Adventurous | 12.7% |
| 7IM: Passive Adventurous | 15.0% |
| 7IM: Passive Adventurous Plus | 15.6% |
| 7IM: Responsible Choice Cautious | 5.8% |
| 7IM: Responsible Choice Moderately Cautious | 8.0% |
| 7IM: Responsible Choice Balanced | 10.5% |
| 7IM: Responsible Choice Moderately Adventurous | 12.7% |
| 7IM: Responsible Choice Adventurous | 15.0% |
| abrdn: Sustainable MPS 1 | 3.0% |
| abrdn: Sustainable MPS 2 | 6.1% |
| abrdn: Sustainable MPS 3 | 9.0% |
| abrdn: Sustainable MPS 4 | 11.6% |
| abrdn: Sustainable MPS 5 | 14.1% |
| abrdn: Conventional MPS 1 | 6.6% |
| abrdn: Conventional MPS 2 | 9.3% |
| abrdn: Conventional MPS 3 | 11.8% |
| abrdn: Conventional MPS 4 | 13.9% |
| abrdn: Conventional MPS 5 | 15.7% |
| abrdn: Target Return MPS 1 | 4.9% |
| abrdn: Target Return MPS 2 | 6.9% |
| abrdn: Target Return MPS 3 | 8.7% |
| abrdn: Target Return MPS 4 | 9.8% |
| abrdn: Target Return MPS 5 | 10.4% |
| abrdn: Sustainable Index MPS 1 | 5.3% |
| abrdn: Sustainable Index MPS 2 | 8.2% |
| abrdn: Sustainable Index MPS 3 | 10.9% |
| abrdn: Sustainable Index MPS 4 | 13.5% |
| abrdn: Sustainable Index MPS 5 | 15.5% |
| abrdn: Index MPS 1 | 5.3% |
|
abrdn: Index MPS 2 |
8.2% |
| abrdn: Index MPS 3 | 10.9% |
| abrdn: Index MPS 4 | 13.5% |
|
abrdn: Index MPS 5 |
15.5% |
|
abrdn individual: MyFolio Market I |
5.5% |
|
abrdn individual: MyFolio Market II |
7.9% |
|
abrdn individual: MyFolio Market III |
11.2% |
|
abrdn individual: MyFolio Market IV |
13.3% |
|
abrdn individual: MyFolio Market V |
15.1% |
|
abrdn individual: MyFolio Sustainable I |
5.4% |
|
abrdn individual: MyFolio Sustainable II |
7.6% |
|
abrdn individual: MyFolio Sustainable III |
11.0% |
|
abrdn individual: MyFolio Sustainable IV |
13.7% |
|
abrdn individual: MyFolio Sustainable V |
16.0% |
|
AJ Bell: Active MPS 1 |
6.5% |
| AJ Bell: Active MPS 2 | 8.4% |
| AJ Bell: Active MPS 3 | 10.9% |
| AJ Bell: Active MPS 4 | 12.8% |
| AJ Bell: Active MPS 5 | 14.6% |
| AJ Bell: Active MPS 6 | 15.3% |
| AJ Bell: Pactive MPS 1 | 6.5% |
| AJ Bell: Pactive MPS 2 | 8.4% |
| AJ Bell: Pactive MPS 3 | 10.9% |
| AJ Bell: Pactive MPS 4 | 12.8% |
| AJ Bell: Pactive MPS 5 | 14.6% |
| AJ Bell: Pactive MPS 6 | 15.3% |
| AJ Bell: Passive MPS 1 | 6.5% |
| AJ Bell: Passive MPS 2 | 8.4% |
| AJ Bell: Passive MPS 3 | 10.9% |
| AJ Bell: Passive MPS 4 | 12.8% |
| AJ Bell: Passive MPS 5 | 14.6% |
| AJ Bell: Passive MPS 6 | 15.3% |
| AJ Bell: Cautious | 6.5% |
| AJ Bell: Moderately Cautious | 8.4% |
| AJ Bell: Balanced | 10.9% |
| AJ Bell: Moderately Adventurous | 12.8% |
| AJ Bell: Adventurous | 14.6% |
| AJ Bell: Global Growth | 15.3% |
| Blackrock: Transact Growth 25 | 5.1% |
| Blackrock: Transact Growth 40 | 7.0% |
| Blackrock: Transact Growth 50 | 8.9% |
| Blackrock: Transact Growth 60 | 10.0% |
| Blackrock: Transact Growth 70 | 11.0% |
| Blackrock: Transact Growth 80 | 13.7% |
| Blackrock: Transact Growth 95 | 15.5% |
| Brewin Dolphin: MPS Balanced | 10.9% |
| Brewin Dolphin: MPS Balanced Passive Plus | 10.9% |
| Brewin Dolphin: MPS Cautious | 6.2% |
| Brewin Dolphin: MPS Cautious Higher Equity | 7.6% |
| Brewin Dolphin: MPS Cautious Higher Equity Passive Plus | 7.6% |
| Brewin Dolphin: MPS Cautious Passive Plus | 6.2% |
| Brewin Dolphin: MPS Global Equity | 15.2% |
| Brewin Dolphin: MPS Global Equity Passive Plus | 15.2% |
| Brewin Dolphin: MPS Growth | 13.0% |
| Brewin Dolphin: MPS Growth Passive Plus | 13.0% |
| Brewin Dolphin: MPS Income | 8.7% |
| Brewin Dolphin: MPS Income Higher Equity | 9.9% |
| Brewin Dolphin: MPS Income Higher Equity Passive Plus | 9.9% |
| Brewin Dolphin: MPS Income Passive Plus | 8.7% |
| Brewin Dolphin: Sustainable MPS Balanced | 10.9% |
| Brewin Dolphin: Sustainable MPS Global Equity | 15.2% |
| Brewin Dolphin: Sustainable MPS Growth | 13.0% |
| Brewin Dolphin: Sustainable MPS Income | 8.7% |
| Brewin Dolphin: Sustainable MPS Income Higher Equity | 9.9% |
| Brewin Dolphin: Voyager Max 100% Equity Fund | 15.2% |
| Brewin Dolphin: Voyager Max 40% Equity Fund | 6.2% |
| Brewin Dolphin: Voyager Max 60% Equity Fund | 8.7% |
| Brewin Dolphin: Voyager Max 70% Equity Fund | 9.9% |
| Brewin Dolphin: Voyager Max 80% Equity Fund | 10.9% |
| Brewin Dolphin: Voyager Max 90% Equity Fund | 13.0% |
| Brooks Macdonald: MPS Low Risk (Defensive Income) | 5.2% |
| Brooks Macdonald: MPS Low Medium Risk (Income & Growth) | 7.4% |
| Brooks Macdonald: MPS Low Medium Risk (Income) | 7.4% |
| Brooks Macdonald: MPS Low Medium Risk (Passive) | 7.5% |
| Brooks Macdonald: MPS Medium Risk (Income & Growth) | 10.2% |
| Brooks Macdonald: MPS Medium Risk (Income) | 10.2% |
| Brooks Macdonald: MPS Medium Risk (Passive) | 10.3% |
| Brooks Macdonald: MPS Medium High Risk (Growth) | 12.9% |
| Brooks Macdonald: MPS Medium High Risk (Passive) | 13.0% |
| Brooks Macdonald: MPS High Risk (Growth) | 14.2% |
| Brooks Macdonald: MPS Responsible Investment Advance Low to Medium Risk (Income & Growth) | 8.1% |
| Brooks Macdonald: MPS Responsible Investment Advance Medium Risk (Income & Growth) | 11.1% |
| Brooks Macdonald: MPS Responsible Investment Advance Medium to High Risk (Growth) | 13.5% |
| EBI: Vantage Earth 100 | 15.8% |
| EBI: Vantage Earth 90 | 14.2% |
| EBI: Vantage Earth 80 | 12.6% |
| EBI: Vantage Earth 70 | 11.1% |
| EBI: Vantage Earth 60 | 9.6% |
| EBI: Vantage Earth 50 | 8.1% |
| EBI: Vantage Earth 40 | 6.7% |
| EBI: Vantage Earth 30 | 5.4% |
| EBI: Vantage Earth 20 | 4.3% |
| EBI: Vantage Earth 10 | 3.5% |
| EBI: Vantage Earth Bond | 3.4% |
| EQ Investors: PIP Defensive | 5.8% |
| EQ Investors: PIP Cautious | 7.3% |
| EQ Investors: PIP Cautious Plus | 8.6% |
| EQ Investors: PIP Balanced | 10.1% |
| EQ Investors: PIP Balanced Plus | 11.5% |
| EQ Investors: PIP Adventurous | 13.0% |
| EQ Investors: PIP Adventurous Plus | 14.5% |
| EQ Investors: PIP All Equity | 15.5% |
| EQ Investors: Future Leaders Defensive | 5.3% |
| EQ Investors: Future Leaders Cautious | 6.7% |
| EQ Investors: Future Leaders Cautious Plus | 8.2% |
| EQ Investors: Future Leaders Balanced | 9.8% |
| EQ Investors: Future Leaders Balanced Plus | 11.3% |
| EQ Investors: Future Leaders Adventurous | 12.9% |
| EQ Investors: Future Leaders Adventurous Plus | 14.4% |
| EQ Investors: Future Leaders All Equity | 15.8% |
| Fidelity: Multi Asset Allocator Defensive | 4.4% |
| Fidelity: Multi Asset Allocator Strategic | 6.8% |
| Fidelity: Multi Asset Allocator Growth | 9.6% |
| Fidelity: Multi Asset Allocator Adventurous | 12.6% |
| Fidelity: Allocator World | 15.7% |
| Fidelity: Multi Asset Open Defensive | 5.7% |
| Fidelity: Multi Asset Open Strategic | 7.9% |
| Fidelity: Multi Asset Open Growth | 10.8% |
| Fidelity: Multi Asset Open Adventurous | 11.8% |
| Fidelity: Open World | 14.3% |
| Fidelity: Sustainable Multi Assset Conservative | 5.3% |
| Fidelity: Sustainable Multi Assset Balanced | 9.1% |
| Fidelity: Sustainable Multi Assset Growth | 12.0% |
| Fidelity: Multi Asset Income | 6.4% |
| Fidelity: Multi Asset Balanced Income | 7.9% |
| Fidelity: Multi Asset Income & Growth | 10.2% |
| Investec Wealth & Investment: Defensive Strategy MPS | 6.4% |
| Investec Wealth & Investment: Cautious Strategy MPS | 8.0% |
| Investec Wealth & Investment: Cautious Plus Strategy MPS | 8.2% |
| Investec Wealth & Investment: Income Strategy MPS | 9.9% |
| Investec Wealth & Investment: Balanced Strategy MPS | 10.7% |
| Investec Wealth & Investment: Growth Strategy MPS | 13.2% |
| Investec Wealth & Investment: Low Risk | 4.9% |
| Investec Wealth & Investment: Low/Medium Risk Income | 6.9% |
| Investec Wealth & Investment: Low/Medium Risk Balanced | 7.8% |
| Investec Wealth & Investment: Low/Medium Risk Growth | 8.5% |
| Investec Wealth & Investment: Medium Risk Income | 9.8% |
| Investec Wealth & Investment: Medium Risk Balanced | 11.5% |
| Investec Wealth & Investment: Medium/High Risk Income | 12.1% |
| Investec Wealth & Investment: Medium Risk Growth | 12.4% |
| Investec Wealth & Investment: Medium/High Risk Balanced | 13.4% |
| Investec Wealth & Investment: Medium/High Risk Growth | 14.2% |
| Investec Wealth & Investment: High Risk Income | 15.5% |
| LGT Vestra: Adventurous | 10.8% |
| LGT Vestra: Balanced | 8.5% |
| LGT Vestra: Cautious | 6.2% |
| LGT Vestra: Defensive | 5.4% |
| LGT Vestra: Growth | 9.9% |
| LGT Vestra: Strategic Income | 9.1% |
| LV=: Cautious | 6.0% |
| LV=: Balanced | 8.3% |
| LV=: Balanced Index | 9.2% |
| LV=: Growth | 10.0% |
| Morningstar: Adventurous Active | 15.5% |
| Morningstar: Adventurous Passive | 15.3% |
| Morningstar: Cautious Active | 5.0% |
| Morningstar: Cautious Passive | 4.5% |
| Morningstar: Moderate Active | 10.4% |
| Morningstar: Moderate Passive | 10.0% |
| Morningstar: Moderately Adventurous Passive | 13.0% |
| Morningstar: Moderately Adventurous Active | 13.2% |
| Morningstar: Moderately Cautious Active | 7.5% |
| Morningstar: Moderately Cautious Passive | 7.1% |
| M&G: Passive 1 | 5.8% |
| M&G: Passive 2 | 8.0% |
| M&G: Passive 3 | 9.5% |
| M&G: Passive 4 | 12.6% |
| M&G: Passive 5 | 14.2% |
| M&G: Passive 6 | 15.5% |
| M&G: Hybrid 1 | 6.2% |
| M&G: Hybrid 2 | 8.4% |
| M&G: Hybrid 3 | 10.0% |
| M&G: Hybrid 4 | 12.9% |
| M&G: Hybrid 5 | 14.7% |
| M&G: Hybrid 6 | 14.0% |
| M&G: Global ESG Themes 1 | 7.2% |
| M&G: Global ESG Themes 2 | 8.6% |
| M&G: Global ESG Themes 3 | 10.1% |
| M&G: Global ESG Themes 4 | 11.4% |
| M&G: Global ESG Themes 5 | 13.1% |
| M&G: Global ESG Themes 6 | 14.6% |
| MKC Wealth: Cautious | 5.4% |
| MKC Wealth: M Cautious | 6.9% |
| MKC Wealth: Balanced | 9.1% |
| MKC Wealth: M Adventurous | 12.0% |
| MKC Wealth: Adventurous | 15.2% |
| Optimus: Defensive MPS | 5.4% |
| Optimus: Core MPS | 8.7% |
| Optimus: Growth MPS | 12.2% |
| Optimus: Core Strategy UCITS Fund | 8.7% |
| Optimus: Growth Strategy UCITS Fund | 12.2% |
|
Orbis OEIC Global Balanced Fund |
11.1% |
|
Orbis OEIC Global Cautious Fund |
6.0% |
|
Orbis OEIC Global Equity Fund |
15.7% |
|
Pacific AM Sustainable Conservative Growth |
8.0% |
|
Pacific AM Sustainable Balanced Growth |
10.6% |
|
Pacific AM Sustainable Adventurous Growth |
13.2% |
|
Pacific AM Defensive Growth |
5.7% |
|
Pacific AM Conservative Growth |
7.9% |
|
Pacific AM Balanced Growth |
10.5% |
|
Pacific AM Adventurous Growth |
13.1% |
|
Pacific AM Aggressive Growth |
14.0% |
| Parmenion: Risk Grade 1 | 1.9% |
| Parmenion: Risk Grade 2 | 4.4% |
| Parmenion: Risk Grade 3 | 6.2% |
| Parmenion: Risk Grade 4 | 7.9% |
| Parmenion: Risk Grade 5 | 9.6% |
| Parmenion: Risk Grade 6 | 11.1% |
| Parmenion: Risk Grade 7 | 12.4% |
| Parmenion: Risk Grade 8 | 13.8% |
| Parmenion: Risk Grade 9 | 15.2% |
| Parmenion: Risk Grade 10 | 16.5% |
| Quilter Cheviot: MPS Global Growth | 14.8% |
| Quilter Cheviot: MPS Growth | 12.9% |
| Quilter Cheviot: MPS Balanced | 10.4% |
| Quilter Cheviot: MPS Global Income | 10.7% |
| Quilter Cheviot: MPS Income | 9.2% |
| Quilter Cheviot: MPS Conservative | 6.5% |
| Quilter Cheviot: MPS Cautious | 4.0% |
| Quilter Cheviot: IDX Growth | 12.9% |
| Quilter Cheviot: IDX Balanced | 10.4% |
| Quilter Cheviot: IDX Income | 9.2% |
| Quilter Cheviot: IDX Conservative | 6.5% |
| Quilter Cheviot: MPS Global Growth (Platform) | 14.8% |
| Quilter Cheviot: MPS Growth (Platform) | 12.9% |
| Quilter Cheviot: MPS Balanced (Platform) | 10.4% |
| Quilter Cheviot: MPS Global Income (Platform) | 10.7% |
| Quilter Cheviot: MPS Income (Platform) | 9.2% |
| Quilter Cheviot: MPS Conservative (Platform) | 6.5% |
| Quilter Cheviot: IDX Growth (Platform) | 12.9% |
| Quilter Cheviot: IDX Balanced (Platform) | 10.4% |
| Quilter Cheviot: IDX Income (Platform) | 9.2% |
| Quilter Cheviot: IDX Conservative (Platform) | 6.5% |
| Quilter: WealthSelect Managed Active 3 | 4.9% |
| Quilter: WealthSelect Managed Active 4 | 6.6% |
| Quilter: WealthSelect Managed Active 5 | 8.2% |
| Quilter: WealthSelect Managed Active 6 | 9.9% |
| Quilter: WealthSelect Managed Active 7 | 11.6% |
| Quilter: WealthSelect Managed Active 8 | 13.2% |
| Quilter: WealthSelect Managed Active 9 | 14.5% |
| Quilter: WealthSelect Managed Active 10 | 15.8% |
| Quilter: WealthSelect Managed Blend 3 | 4.9% |
| Quilter: WealthSelect Managed Blend 4 | 6.6% |
| Quilter: WealthSelect Managed Blend 5 | 8.2% |
| Quilter: WealthSelect Managed Blend 6 | 9.9% |
| Quilter: WealthSelect Managed Blend 7 | 11.6% |
| Quilter: WealthSelect Managed Blend 8 | 13.2% |
| Quilter: WealthSelect Managed Blend 9 | 14.5% |
| Quilter: WealthSelect Managed Blend 10 | 15.8% |
| Quilter: WealthSelect Managed Passive 3 | 4.7% |
| Quilter: WealthSelect Managed Passive 4 | 6.3% |
| Quilter: WealthSelect Managed Passive 5 | 7.9% |
| Quilter: WealthSelect Managed Passive 6 | 9.6% |
| Quilter: WealthSelect Managed Passive 7 | 11.3% |
| Quilter: WealthSelect Managed Passive 8 | 13.0% |
| Quilter: WealthSelect Managed Passive 9 | 14.6% |
| Quilter: WealthSelect Managed Passive 10 | 15.9% |
| Quilter: WealthSelect Responsible Active 3 | 4.7% |
| Quilter: WealthSelect Responsible Active 4 | 6.5% |
| Quilter: WealthSelect Responsible Active 5 | 8.1% |
| Quilter: WealthSelect Responsible Active 6 | 9.6% |
| Quilter: WealthSelect Responsible Active 7 | 11.4% |
| Quilter: WealthSelect Responsible Active 8 | 12.9% |
| Quilter: WealthSelect Responsible Active 9 | 14.3% |
| Quilter: WealthSelect Responsible Active 10 | 15.2% |
| Quilter: WealthSelect Responsible Blend 3 | 4.7% |
| Quilter: WealthSelect Responsible Blend 4 | 6.5% |
| Quilter: WealthSelect Responsible Blend 5 | 8.1% |
| Quilter: WealthSelect Responsible Blend 6 | 9.6% |
| Quilter: WealthSelect Responsible Blend 7 | 11.4% |
| Quilter: WealthSelect Responsible Blend 8 | 12.9% |
| Quilter: WealthSelect Responsible Blend 9 | 14.3% |
| Quilter: WealthSelect Responsible Blend 10 | 15.2% |
| Quilter: WealthSelect Responsible Passive 3 | 4.5% |
| Quilter: WealthSelect Responsible Passive 4 | 6.0% |
| Quilter: WealthSelect Responsible Passive 5 | 7.6% |
| Quilter: WealthSelect Responsible Passive 6 | 9.3% |
| Quilter: WealthSelect Responsible Passive 7 | 11.0% |
| Quilter: WealthSelect Responsible Passive 8 | 12.5% |
| Quilter: WealthSelect Responsible Passive 9 | 14.3% |
| Quilter: WealthSelect Responsible Passive 10 | 15.2% |
| Quilter: WealthSelect Sustainable Active 3 | 4.3% |
| Quilter: WealthSelect Sustainable Active 4 | 5.8% |
| Quilter: WealthSelect Sustainable Active 5 | 7.3% |
| Quilter: WealthSelect Sustainable Active 6 | 8.8% |
| Quilter: WealthSelect Sustainable Active 7 | 10.3% |
| Quilter: WealthSelect Sustainable Active 8 | 11.9% |
| Quilter: WealthSelect Sustainable Active 9 | 13.5% |
| Quilter: WealthSelect Sustainable Active 10 | 15.1% |
| Rathbones: Multi-Asset Total Return Portfolio | 6.3% |
| Rathbones: Multi-Asset Strategic Income Portfolio | 9.1% |
| Rathbones: Multi-Asset Strategic Growth Portfolio | 10.9% |
| Rathbones: Multi-Asset Enhanced Growth Portfolio | 14.4% |
| Rathbones: Multi-Asset Dynamic Growth Portfolio | 12.8% |
| Rathbones: Multi-Asset Defensive Growth Portfolio | 8.0% |
| Royal London: Governed Retirement Income Portfolio 1 | 4.7% |
| Royal London: Governed Retirement Income Portfolio 2 | 6.3% |
| Royal London: Governed Retirement Income Portfolio 3 | 7.3% |
| Royal London: Governed Retirement Income Portfolio 4 | 9.3% |
| Royal London: Governed Retirement Income Portfolio 5 | 11.0% |
| Royal London: Governed Portfolio 1 | 11.3% |
| Royal London: Governed Portfolio 2 | 9.0% |
| Royal London: Governed Portfolio 3 | 4.8% |
| Royal London: Governed Portfolio 4 | 13.4% |
| Royal London: Governed Portfolio 5 | 11.3% |
| Royal London: Governed Portfolio 6 | 7.5% |
| Royal London: Governed Portfolio 7 | 15.0% |
| Royal London: Governed Portfolio 8 | 13.4% |
| Royal London: Governed Portfolio 9 | 9.2% |
| Royal London AM: Sustainable Diversified | 9.9% |
| Royal London AM: Sustainable Leaders | 15.3% |
| Royal London AM: Sustainable Managed Growth | 6.2% |
| Royal London AM: Sustainable Managed Income | 4.7% |
| Royal London AM: Sustainable World | 13.3% |
| Royal London AM: Sustainable Growth | 11.7% |
| Royal London AM: GMAP Conservative | 2.5% |
| Royal London AM: GMAP Defensive | 4.8% |
| Royal London AM: GMAP Balanced | 7.7% |
| Royal London AM: GMAP Growth | 11.4% |
| Royal London AM: GMAP Adventurous | 13.6% |
| Royal London AM: GMAP Dynamic | 15.8% |
| Tilney: Defensive (Strategy 1) | 6.3% |
| Tilney: Conservative (Strategy 2) | 8.3% |
| Tilney: Cautious (Strategy 3) | 9.3% |
| Tilney: Income (Strategy 3) | 9.3% |
| Tilney: Platform Only Strategic Income (Strategy 3) | 9.3% |
| Tilney: Balanced (Strategy 4) | 10.4% |
| Tilney: Growth (Strategy 5) | 11.7% |
| Tilney: Adventurous (Strategy 6) | 13.0% |
| Tilney: Platform Only Income & Growth (Strategy 6) | 13.0% |
| Tilney: Maximum Growth (Strategy 7) | 14.8% |
| Vanguard: LifeStrategy 20% Equity MPS Classic | 4.4% |
| Vanguard: LifeStrategy 40% Equity MPS Classic | 6.8% |
| Vanguard: LifeStrategy 60% Equity MPS Classic | 9.6% |
| Vanguard: LifeStrategy 80% Equity MPS Classic | 12.6% |
| Vanguard: LifeStrategy 100% Equity MPS Classic | 15.7% |
| Vanguard: LifeStrategy 20% Equity MPS Global | 4.4% |
| Vanguard: LifeStrategy 40% Equity MPS Global | 6.8% |
| Vanguard: LifeStrategy 60% Equity MPS Global | 9.7% |
| Vanguard: LifeStrategy 80% Equity MPS Global | 12.7% |
| Vanguard: LifeStrategy 100% Equity MPS Global | 15.8% |
| Vanguard: LifeStrategy 20% Equity | 4.3% |
| Vanguard: LifeStrategy 40% Equity | 6.8% |
| Vanguard: LifeStrategy 60% Equity | 9.6% |
| Vanguard: LifeStrategy 80% Equity | 12.6% |
| Vanguard: LifeStrategy 100% Equity | 15.7% |
| Vanguard: LifeTarget Defensive | 4.7% |
| Vanguard: LifeTarget Cautious | 7.2% |
| Vanguard: LifeTarget Moderate | 9.8% |
| Vanguard: SustainableLife 40-50% Equity Fund | 7.3% |
| Vanguard: SustainableLife 60-70% Equity Fund | 10.1% |
| Vanguard: SustainableLife 80-90% Equity Fund | 13.2% |
| Vanguard: Global Sustainable Equity Fund | 15.4% |
| Waverton: Conservative | 6.9% |
| Waverton: Defensive | 8.1% |
| Waverton: Cautious | 9.4% |
| Waverton: Balanced | 11.3% |
| Waverton: Growth | 13.1% |
| Waverton: Equity | 15.0% |
| Waverton: Multi-Asset Growth Fund | 12.8% |
| Waverton: Multi-Asset Income Fund | 10.2% |
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