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.
The Hybrid range can be accessed through the following platform providers:
| Hybrid Risk Level | Defaqto | Synaptic Risk | EV | 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 | Synapti-c 1-5 report | Synapti-c 1-10 report | EV report | Oxford Risk report | |||
| Hybrid 1 | 2 | 2.3 | 3 | 1 | 2 | 3 | 2 | 2 |
| Hybrid 2 | 3 | 2.7 | 4 | 2 | 3 | 4 | 2 | 3 |
| Hybrid 3 | 4 | 3 | 5 | 3 | 4 | 5 | 3 | 3 |
| Hybrid 4 | 5 | 3.4 | 5 | 3 | 5 | 5 | 3 | 4 |
| Hybrid 5 | 6 | 3.8 | 6 | 4 | 6 | 6 | 3 | 5 |
| Hybrid 6 | 7 | 4.4 | 7 | 5 | 6 | 7 | 4 | 5 |