Risk Mappings full listing by fund manager

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1 Risk Mappings full listing by fund manager manager Mapping 7IM 7IM AAP Adventurous 9 7IM 7IM AAP Balanced 5 7IM 7IM AAP Income 4 7IM 7IM AAP Moderately Adventurous 7 7IM 7IM AAP Moderately Cautious 3 7IM 7IM Adventurous 9 7IM 7IM Balanced 5 7IM 7IM Cautious 3 7IM 7IM Moderately Adventurous 7 7IM 7IM Moderately Cautious 3 7IM 7IM Personal Injury 2 Architas Multi-Manager Architas Multi Asset Active Dynamic 9 Architas Multi-Manager Architas Multi Asset Active Growth 8 Architas Multi-Manager Architas Multi Asset Active Intermediate Income 5 Architas Multi-Manager Architas Multi Asset Active Moderate Income 3 Architas Multi-Manager Architas Multi Asset Active Progressive 6 Architas Multi-Manager Architas Multi Asset Active Reserve 3 Architas Multi-Manager Architas Multi Asset Blended Growth 8 Architas Multi-Manager Architas Multi Asset Blended Intermediate 5 Architas Multi-Manager Architas Multi Asset Blended Moderate 4 Architas Multi-Manager Architas Multi Asset Blended Progressive 7 Architas Multi-Manager Architas Multi Asset Blended Reserve 3 Architas Multi-Manager Architas Multi Asset Passive Dynamic 9 Architas Multi-Manager Architas Multi Asset Passive Growth 8 Architas Multi-Manager Architas Multi Asset Passive Intermediate 5 Architas Multi-Manager Architas Multi Asset Passive Moderate 4 Architas Multi-Manager Architas Multi Asset Passive Progressive 6 Architas Multi-Manager Architas Multi Asset Passive Reserve 3 Aviva Investors UK Services Aviva Investors Multi-asset I 4 Aviva Investors UK Services Aviva Investors Multi-asset II 5 Aviva Investors UK Services Aviva Investors Multi-asset III 6 Aviva Investors UK Services Aviva Investors Multi-asset IV 8 Aviva Investors UK Services Aviva Investors Multi-asset V 10 Brooks Macdonald s (IFSL) IFSL Brooks Macdonald Balanced 6 Brooks Macdonald s (IFSL) IFSL Brooks Macdonald Cautious Growth 6 Brooks Macdonald s (IFSL) IFSL Brooks Macdonald Defensive Income 3 Brooks Macdonald s (IFSL) IFSL Brooks Macdonald Strategic Growth 7 Close Asset Management (UK) Close Balanced Portfolio 6 Risk Mappings full listing by fund manager 1

2 manager Mapping Close Asset Management (UK) Close Bond Income Portfolio 2 Close Asset Management (UK) Close Conservative Portfolio 5 Close Asset Management (UK) Close Discretionary Managed Balanced 6 Close Asset Management (UK) Close Discretionary Managed Conservative 5 Close Asset Management (UK) Close Discretionary Managed Diversified Income 4 Close Asset Management (UK) Close Discretionary Managed Growth 7 Close Asset Management (UK) Close Diversified Income Portfolio 4 Close Asset Management (UK) Close Growth Portfolio 7 Close Asset Management (UK) Close Tactical Select Passive Balanced 6 Close Asset Management (UK) Close Tactical Select Passive Conservative 5 Close Asset Management (UK) Close Tactical Select Passive Growth 7 Quest (IFSL) IFSL Sinfonia Adventurous Growth Portfolio 7 Quest (IFSL) IFSL Sinfonia Balanced Managed Portfolio 6 Quest (IFSL) IFSL Sinfonia Cautious Managed Portfolio 3 Quest (IFSL) IFSL Sinfonia Income and Growth Portfolio 5 Quest (IFSL) IFSL Sinfonia Income Portfolio 2 GAM Management GAM Star Balanced 6 GAM Management GAM Star Cautious 5 GAM Management GAM Star Defensive 3 GAM Management GAM Star Global Equity 10 GAM Management GAM Star Growth 8 Goldman Sachs Asset Management Goldman Sachs Wealthbuilder Multi-Asset 5 Balanced Portfolio Goldman Sachs Asset Management Goldman Sachs Wealthbuilder Multi-Asset 3 Conservative Portfolio Goldman Sachs Asset Management Goldman Sachs Wealthbuilder Multi-Asset Growth 6 Portfolio Investec Managers Ltd Investec Diversified Growth 5 Investec Managers Ltd Investec Diversified Income 3 Investec Managers Ltd Investec Multi Asset Protector 4 IWI Management IWI Balanced Portfolio 6 IWI Management IWI Cautious Portfolio 4 IWI Management IWI Global Thematic Portfolio 9 IWI Management IWI Growth Portfolio 7 Jupiter Unit Trust Managers Ltd. Jupiter Distribution 3 Jupiter Unit Trust Managers Ltd. Jupiter Merlin Balanced Portfolio 7 Jupiter Unit Trust Managers Ltd. Jupiter Merlin Conservative Portfolio 3 Jupiter Unit Trust Managers Ltd. Jupiter Merlin Growth Portfolio 8 Jupiter Unit Trust Managers Ltd. Jupiter Merlin Income Portfolio 5 Jupiter Unit Trust Managers Ltd. Jupiter Merlin Worldwide Portfolio 9 Jupiter Unit Trust Managers Ltd. Jupiter Strategic Reserve 2 Legal & General Mixed Investment 0-35% 3 Legal & General Mixed Investment 20-60% 4 Risk Mappings full listing by fund manager 2

3 manager Mapping Legal & General Mixed Investment 40-85% 6 Legal & General Multi-Index 3 3 Legal & General Multi-Index 4 5 Legal & General Multi-Index 5 6 Legal & General Multi-Index 6 7 Legal & General Multi-Index 7 8 M&G Group M&G Episode Allocation 4 M&G Group M&G Episode Defensive 2 M&G Group M&G Episode Growth 5 M&G Group M&G Episode Income 3 Old Mutual Investment Management Old Mutual Foundation 3 4 Old Mutual Investment Management Old Mutual Foundation 4 6 Old Mutual Investment Management Old Mutual Foundation 5 9 Old Mutual Investment Management Old Mutual Generation Target 3:4 4 Old Mutual Investment Management Old Mutual Generation Target 3:6 4 Old Mutual Investment Management Old Mutual Generation Target 4:4 6 Old Mutual Investment Management Old Mutual Generation Target 4:6 6 Old Mutual Investment Management Old Mutual Spectrum 3 3 Old Mutual Investment Management Old Mutual Spectrum 4 4 Old Mutual Investment Management Old Mutual Spectrum 5 5 Old Mutual Investment Management Old Mutual Spectrum 6 6 Old Mutual Investment Management Old Mutual Spectrum 7 7 Old Mutual Investment Management Old Mutual Spectrum 8 8 Old Mutual Investment Management Old Mutual Voyager Diversified 5 Old Mutual Investment Management Old Mutual Voyager Diversified 6 Old Mutual Investment Management Old Mutual Voyager Growth 8 Premier Portfolio Managers Premier Liberation No. IV 4 Risk Mappings full listing by fund manager 3

4 manager Mapping Premier Portfolio Managers Premier Liberation No. V 5 Premier Portfolio Managers Premier Liberation No. VI 6 Premier Portfolio Managers Premier Liberation No. VII 7 Premier Portfolio Managers Premier Liberation No. VIII 9 Premier Portfolio Managers Premier Multi-Asset Absolute Return 3 Premier Portfolio Managers Premier Multi-Asset Conservative Growth 4 Premier Portfolio Managers Premier Multi-Asset Distribution 4 Premier Portfolio Managers Premier Multi-Asset Global Growth 8 Premier Portfolio Managers Premier Multi-Asset Growth & Income 6 Premier Portfolio Managers Premier Multi-Asset Monthly Income 4 Prudential Unit Trusts Ltd CF Prudential Adventurous Portfolio 7 Prudential Unit Trusts Ltd CF Prudential Balanced Portfolio 6 Prudential Unit Trusts Ltd CF Prudential Cautious Growth Portfolio 5 Prudential Unit Trusts Ltd CF Prudential Cautious Managed Growth 5 Prudential Unit Trusts Ltd CF Prudential Cautious Portfolio 4 Prudential Unit Trusts Ltd CF Prudential Defensive Portfolio 3 Prudential Unit Trusts Ltd CF Prudential Managed Defensive 3 Rathbone Unit Trust Management Rathbone Multi Asset Enhanced Growth Portfolio 9 Rathbone Unit Trust Management Rathbone Multi Asset Strategic Growth Portfolio 6 Rathbone Unit Trust Management Rathbone Multi Asset Total Return Portfolio 3 Santander Asset Management UK Santander Atlas Portfolio 3 3 Santander Asset Management UK Santander Atlas Portfolio 4 4 Santander Asset Management UK Santander Atlas Portfolio 5 6 Santander Asset Management UK Santander Atlas Portfolio 6 7 Santander Asset Management UK Santander Atlas Portfolio 7 8 Schroder Unit Trusts Schroder Global Multi-Asset Income 4 Schroder Unit Trusts Schroder MM Diversity Balanced 4 Schroder Unit Trusts Schroder MM Diversity 3 Schroder Unit Trusts Schroder MM Diversity Income 4 Schroder Unit Trusts Schroder MM Diversity Tactical 5 Schroder Unit Trusts Schroder MM 8 Schroder Unit Trusts Schroder MM UK Growth 8 Smith & Williamson Ltd SVS Cornelian Cautious 5 Smith & Williamson Ltd SVS Cornelian Defensive 4 Smith & Williamson Ltd SVS Cornelian Growth 7 Smith & Williamson Ltd SVS Cornelian Managed Growth 6 Smith & Williamson Ltd SVS Cornelian Progressive 8 Risk Mappings full listing by fund manager 4

5 manager Mapping MyFolio Managed I 2 MyFolio Managed II 4 MyFolio Managed III 5 MyFolio Managed IV 6 MyFolio Managed V 7 MyFolio Market I 2 MyFolio Market II 4 MyFolio Market III 5 MyFolio Market IV 6 MyFolio Market V 8 MyFolio Multi-Manager 2 I MyFolio Multi-Manager 4 II MyFolio Multi-Manager 5 III MyFolio Multi-Manager 6 IV MyFolio Multi-Manager 7 V Thesis Unit Trust Management Thesis Optima Balanced 5 Thesis Unit Trust Management Thesis Optima Growth 7 Thesis Unit Trust Management Thesis Optima Income 3 Thesis Unit Trust Management Thesis Optima Multi Asset Strategy 4 Risk Mappings full listing by fund manager 5

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