Client Risk Profile

At iFunds we recognise that individual clients have their own attitude to risk and different investment objectives. As such the managers will take into consideration:

• the client’s balance sheet ability to bear risk
• the client’s psychological ability to bear risk
• age and time horizon to a specific event, such as retirement
• level of outside assets diversification and, importantly,
• the risk level of the actual markets they are considering putting their money into

Once a client’s attitude to risk has been established they are offered a choice of portfolio structures to help them meet their investment objectives.