Our Investment Approach

Each Portfolio has a different risk-return profile. This enables Roban Financial to ensure clients invest in funds that match their risk profile.

ESMA Risk scaleLower Risk Band %Upper Risk Band %
Class 100.5
Class 20.52
Class 325
Class 4510
Class 51015
Class 61525
Class 725+

Five Different Portfolios with Different Investment Objectives

Roban Financial Portfolios provide five different investment options.

Each Portfolio has a different risk-return profile.  This enables Roban Financial to ensure clients invest in funds that match their risk profile.

PORTFOLIOSMA RISK RATINGDESCRIPTION
Roban Cautious Portfolio22 A low risk portfolio with almost 80% in defensive assets.
Roban Cautious Balanced Portfolio3A low to medium risk portfolio for clients who are prepared to take a little risk.
Roban Balanced Portfolio4A Medium risk portfolio almost evenly divided between defensive and growth assets.
Roban Growth Portfolio5A higher risk portfolio, predominantly invested in shares.
Roban Growth Plus Portfolio6A portfolio 100% invested in shares – for investors very comfortable with stock market fluctuations.
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