About the Hybrid Range
Hybrid is a range of six risk-managed portfolios each with different levels of potential risk and reward. Invested regionally, they select from the 'Whole of Market' passive and the 'Whole of Market' active investment instruments. They use a long-term strategic asset allocation and a wide range of asset classes. The active tactical asset overlay aims to boost investment returns relative to the strategic asset allocation.
The value of any investment can go down as well as up, so your customer might not get back the amount they put in.
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Hybrid is a range of six risk-managed portfolios invested in a blend of active and passive funds:
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Useful Documents
Fact sheets
This model range has an inception date of 31/12/2014, with the exception of Hybrid (H-MP4, HF-MP4) which has an inception date 17/01/2025:
Balancing the risk
| Hybrid Risk Level | Defaqto | Synaptic Risk | EV | Finametrica | Dynamic Planner | Oxford Risk | |||
| (1-5 scale) | (1-10 scale) | (1-5 scale 15 year) | (1-7 scale 15 year) | (1-5 scale) | (1-7 scale) | ||||
| Risk report | Defaqto report | Synaptic 1-5 report | Synaptic 1-10 report | EV report | Finametrica report | Oxford Risk report | |||
| Hybrid 1 | 2 | 2.3 | 3 | 1 | 1 | 20-42 | 3 | 2 | 2 |
| Hybrid 2 | 3 | 2.7 | 4 | 2 | 3 | 43-51 | 4 | 2 | 3 |
| Hybrid 3 | 4 | 3 | 5 | 3 | 4 | 52-61 | 5 | 3 | 3 |
| Hybrid 4 | 5 | 3.4 | 5 | 3 | 5 | TBD | 5 | 3 | 4 |
| Hybrid 5 | 6 | 3.9 | 6 | 4 | 5 | 62-72 | 6 | 3 | 5 |
| Hybrid 6 | 7 | 4.4 | 7 | 4 | 6 | 73-100 | 7 | 4 | 5 |
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Further support
