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Rplan finds sex differentiation in investment appetite

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Investment fund platform Rplan’s latest research finds that male investors take higher risks than female investors. Their survey revealed a variation in the risk appetites between the sexes, with 35 per cent of investment by males in high risk funds versus 28 per cent for females.

The survey was based on a study of males using Rplan.co.uk over the 2014/15 tax year with males emerging as invested in funds with a Synthetic Risk and Reward Indicator (SRRI)(2) rating of Six (where Seven is the highest) while female investors invested at a level Three.
 
 These variations in risk appetites are reflected in the relative allocations between equities and bonds, the firm says. “Whereas 58 per cent of investments by females went into equity funds and 16 per cent into fixed income, males put 64 per cent of their investments into equities and 14 per cent into fixed income. Investments in property were around the same for both sexes at 5 per cent. However, both sexes hold a high proportion of their investments in Rplan.co.uk’s cash reserve: 15 per cent of females’ and 17 per cent of males’ investments are held here” the firm said.
 
The most popular investment fund for females Rplan found was the CF Woodford Equity income Fund and for males it was the Vanguard LifeStrategy 60 per cent Equity Fund.
 
Males are more favourable to index-tracking funds, with 31 per cent of their investments made into them. Only 22 per cent of investments by females are made into these.
 
Stuart Dyer, Rplan.co.uk’s CIO, said: “Every investor, whatever their sex, should invest with levels of risk that suits them. The key considerations for investors are that they understand their own risk tolerances, their goals and the importance of investing over a sufficiently long term. Once they are clear on these points, they need to adopt a rigorous process to work out where to invest.”  
 
 
 
 

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