W1M Retirement MPS receives Defaqto risk ratings
We are pleased to announce that our newly launched W1M Retirement MPS range has now been independently risk-rated by Defaqto, providing advisers with an additional point of reference when assessing the suitability of the portfolios for clients in decumulation.
The W1M Retirement MPS has been specifically designed for clients drawing an income from their investments. The range recognises that investing in retirement presents a different set of challenges to accumulating wealth, with particular emphasis required on managing volatility and sequencing risk.
Defaqto has assigned the following risk ratings across the range:
Summary
We conclude the following Risk Ratings for the W1M Retirement Portfolios (Platform):
The ratings provide advisers with an independent assessment that can support their research, due diligence and suitability processes when considering the W1M Retirement MPS for clients approaching or already in retirement. Detailed Defaqto reports are available on request.
The Retirement MPS complements W1M’s broader investment offering, giving advisers access to a range built specifically around the different priorities and risks that clients face when moving from accumulation into decumulation.
This material is provided for informational purposes only and does not constitute investment advice or a recommendation. The views expressed reflect current market conditions and are subject to change without notice.
All materials have been obtained from sources believed to be reliable, but their accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Past performance is not a reliable indicator of future results. The value of investments and the income derived from them may rise as well as fall, and investors may not get back the amount originally invested. Capital security is not guaranteed.
