Altex Product Risk Rating*

Every investment opportunity will carry with it a degree of risk. This of course is reflected in the potential returns on offer. No product is without risk and investors should always question and challenge any product that promotes about zero or minimal risk unless the % returns are proportionate.

Alternative Portfolio has created a risk rating for each product. This is not a rating that is identified in the market place but an internal mechanism with which our customers can compare products and also begin to understand investments in more detail.

This risk rating is based on extensive research carried out in conjunction with the due diligence and the resulting category is issued based on key product criteria.

Key Criteria - Each Category carries a rating from A-E.

1. Volatility

2. Liquidity

3. Political Stability

4. Past Performance

5. Investment Term

6. Regulation

7. Currency

*The risk rating is summarised on each product page with a full Altex Risk Rating report available for each investment on request.

Why Go Alternative?

1.The Big Picture

For a fully diversified portfolio, it is necessary to consider all the alternatives, not just the obvious ones you're already familiar with

2.Emotive Investing

Some environment-related alternative products let you make investment choices that help the planet, not just your bank balance

3.Low Bank Interest

Volatile stock markets and poor savings rates mean many traditional investments are not generating the returns they used to

4.Portfolio Hedge

Unlike buy to let property, the majority of alternative investments have not been heavily impacted by the lack of bank financing

5.Greater Control

A portfolio of direct investments gives active investors more say in how money is being used than some index-based schemes

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