Product range
Stand out from the crowd with RiskTailors portfolios
RiskTailors has developed an institutional-grade investment process placing macroeconomic, market and client risk firmly at its core. The resulting portfolios are built to deliver better risk adjusted returns than traditional solutions and the opportunity for IFAs to more closely tailor their services to their client preferences.
RiskTailors has created the innovative and cost-efficient Tracker+ portfolio range. This set of portfolios is built around our rigorous, industry-leading asset allocation process and implemented through passive and cost-effective instruments. Within each of five familiar risk categories, the Tracker+ portfolios provide portfolios tailored to specific investment preferences focusing on better returns, drawdown control or overall portfolio efficiency.
In the near future, RiskTailors plans to further broaden its product offering through a new range of portfolios implemented through active instruments.
Past performance is not a guide to future returns
| Product (benchmark) performance as of May 2024, GBP | |||||
|---|---|---|---|---|---|
| Product name | YTD, per cent | Average 5-year return, per cent | 5-year volatility, per cent | Sharpe ratio | Max 5-year drawdown, per cent |
| High wealth preservation; return focused | 0.9 (1.0) | 2.0 (1.0) | 5.8 (6.6) | 0.4 (0.1) | -9.1 (-13.4) |
| High wealth preservation; risk focused* | -0.7 (1.0) | 0.5 (1.0) | 4.9 (6.6) | 0.1 (0.1) | -10.0 (-13.4) |
| Wealth preservation; smooth | 0.3 (1.0) | 1.0 (1.0) | 7.5 (6.6) | 0.1 (0.1) | -11.0 (-13.4) |
| Balanced; risk focused* | 1.1 (2.6) | 2.2 (2.7) | 5.2 (8.6) | 0.4 (0.3) | -9.5 (-13.7) |
| Balanced; smooth | 3.0 (2.6) | 3.8 (2.7) | 6.4 (8.6) | 0.6 (0.3) | –8.3 (-13.7) |
| Reward; return focused | 5.1 (2.6) | 6.3 (2.7) | 7.5 (8.6) | 0.8 (0.3) | -9.6 (-13.7) |
| Reward; Smooth | 3.8 (2.6) | 4.5 (2.7) | 7.1 (8.6) | 0.6 (0.3) | -11.2 (-13.7) |
| High reward; return focused | 8.3 (4.4) | 8.3 (4.5) | 9.4 (10.3) | 0.9 (0.4) | -12.4 (-16.2) |
| *Using 25-25-50% Inflation-GVT-Cash as government FI | Source: RiskTailors | ||||
Please see here for a full breakdown of each portfolio calendar year performance or download the factsheet of interest.
Tracker+ portfolios
Our range of competitively priced multi-asset portfolios. The benefits of an institutional-grade allocation process implemented through passive instruments. Five risk categories tailored to specific risk preferences to better match your client investment objectives.
Each portfolio has been independently rated by Oxford Risk to help IFAs seamlessly integrate them into their existing processes.
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Factsheets
| Title | Date | Download |
|---|---|---|
| RiskTailors Wealth Preservation Smooth June 2024 | 07 Jun 2024 | Download |
| RiskTailors Reward Smooth June 2024 | 07 Jun 2024 | Download |
| RiskTailors Reward Return Focused June 2024 | 07 Jun 2024 | Download |
| RiskTailors High Wealth Preservation Risk Focused June 2024 | 07 Jun 2024 | Download |
| RiskTailors High Wealth Preservation Return Focused June 2024 | 07 Jun 2024 | Download |
| RiskTailors High Reward Return Focused June 2024 | 07 Jun 2024 | Download |
| RiskTailors Balanced Smooth June 2024 | 07 Jun 2024 | Download |
| RiskTailors Balanced Risk Focused June 2024 | 07 Jun 2024 | Download |