How-To


How-To

Portfolio Risk Rating 

Request

  • Bob wants to know the risk rating of a portfolio allocated as per the table below for the terms of 10 and 20 years within the 5 risk group.
Name Code Allocation
BNP Paribas L1 Equity World Technology I Cap FLL6 40
BlackRock Ascent Life Japanese Equity Pn S3 W726 30
Investec UK Blue Chip R Acc GBP I3YL 30

 

{
    "riskGroup":5,
    "terms": [10, 20],
    "allocations": [
        {
            "code": "FLL6",
            "contributionPercentage": 40
        },
        {
            "code": "W726",
            "contributionPercentage": 30
        },
        {
            "code": "I3YL",
            "contributionPercentage": 30
        }
    ]
    
}

Result

  • Bob's portfolio has a risk rating of 4.901781164396793 over 10 years and a risk rating of 4.855215789511084 over 20 years
{
    "riskGroup": 5,
    "risks": [
        {
            "term": 10,
            "riskRating": 4.901781164396793
        },
        {
            "term": 20,
            "riskRating": 4.855215789511084
        }
    ]
}