Ready-made Portfolio risk levels explained
These figures help you understand the various risks and rewards associated with investment and your willingness to accept them.
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
The table below shows you the differences between the risk levels in our Bestinvest Ready-made Portfolio ranges. Please note that these are internal Evelyn Partners risk levels that are used as a basis for building our own investment products, and are not specific to individual funds.
- Volatility of returns is a measure of risk. The lower the risk level, the lower the likelihood your investments could fall or rise significantly in value.
- % typically invested in equities How much of your Ready-made Portfolio would be invested in equities (also known as shares). Typically, the more equities the portfolio invests in, the greater the risk.
- Risk tolerance % The percentage of the value of portfolio you would need to be comfortable losing in any one year. This percentage loss is based on what might be reasonably expected 95% of the time. Put another way, you may lose more once in 20 years.
- Target annual rate of return We calculate this using the Government’s long-term Consumer Price Index (CPI) inflation target as a benchmark. These figures are an average and not guaranteed. They will fluctuate year to year.
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