March 2018

Risk, Risk Profiling and Risk Tolerance.

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Charles Stanley’s Managed Portfolios are now mapped by FinaMetrica’s risk profiling tool.

FinaMetrica Pty Limited - Tuesday, 20 March 2018

Charles Stanley offers a comprehensive suite of ten active and five passive managed portfolios with a choice of “risk vs potential reward” options, ranging from Low Risk (1) to High Risk (5). The models target real rates of return over the longer term, i.e. returns which are positive after allowing for the effect of inflation. The portfolios are carefully constructed using a range of asset classes to meet each model’s stated risk benchmark. The portfolios are available on eight third party platforms. More...
 

Posted: 20/03/2018 4:12:30 PM by FinaMetrica Pty Limited | with 0 comments