Quick Tools

Risk-Rated Fund Finder

• What adviser tools do you have that can be used in combination with these risk ratings?
• Why can I not find the fund I am looking for?
• Does EV's funds risk rating proposition allow for a qualitative assessment?
• How do I map one of my clients onto these funds?
• How can I see more information on the funds, such as a forecast?
• What term should I assume for a typical medium term investor?
• Why when I change the term of my investment does the risk profile of the portfolio change?
• Why does term matter for risk profiling?
• Are charges and tax taken into account in the risk profiling?
• How does the tool map to other risk questionnaire output?

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