How is risk determined for a portfolio (High / Medium / Low)?
Last Updated last year
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Each portfolio is assigned a risk level based on:
- Historical volatility and drawdowns
- Sector or market-cap concentration
- Underlying strategy (e.g., momentum vs. balanced)
“High-risk” portfolios typically aim for higher growth but fluctuate more, while “low-risk” portfolios focus on stability and consistency. Understanding your own risk appetite is key before subscribing — Axe provides clear indicators to help you make informed choices.