What do the figures mean under the forecast chart?

Decimal risk - The portfolio is risk rated as a decimal but rounded to the nearest whole number to display within the summary dial. For example, a decimal risk between 5.50 and 6.49 will therefore be shown as risk category 6.

Standard deviation - A measure of the potential variation of returns year by year in the future. We calculate this by looking at the variation across the 1,000 scenarios and all the years in the investment term. It’s similar to the historical volatility figures shown for funds.

Gross annual mean return - The annual return from the portfolio over the specified investment period before charges, tax, withdrawals and contributions, based on average market conditions.

Annual charge - The combination of charges for the funds in the portfolio according to their allocation %.




Book your EVPro demo now