Ratings

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The RSMR Rfolios range

We blend funds from our rated fund lists to construct portfolios where the risk profile of each portfolio is based on its strategic asset allocation. By adjusting the weightings of equities, fixed interest, alternatives and cash within each portfolio, we offer a choice of portfolios to suit a wide range of risk appetites. There is also an income portfolio.

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As this approach is tailored to the longer-term, the need to change portfolios based on short-term data is reduced.

Please note, we do not rate money market funds.

The RSMR Rfolios range

The RSMR Rfolios Range

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This is intended for investment professionals and should not be relied upon by private investors or any other persons. Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise, is not guaranteed and your clients may get back less than they invest.