INVESTMENT RISK PROFILE FORM
    • General Information  
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    • Do you have a partner? *
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    • Question 1 

    • {yourFull}

    • How positive are you about the markets and your investment performing well in next 5 years?*

    • {partnersFull}

    • How positive are you about the markets and your investment performing well in next 5 years?*
    • Question 2 

    •  

      A I have investment experience in basic banking products and term deposits and I have never invested in outside bank accounts and term deposits.
      B I have had minimal exposure to investment products outside the basic banking products, such as bonds and property.
      C I have had some investment experience and have had some exposure to property and equities in the past.
      D I have had some experience in all the major asset classes, including Australian shares and have had minimal experience with international shares.
      E I have had a lot of experience in all asset classes, with particular focus on Australian and International equities.
      F I have had a great deal of experience in all the asset classes including the overseas share markets and ‘exotic’ investment products.

    • {yourFull}

    • What type of Investments have you invested in?*

    • {partnersFull}

    • What type of Investments have you invested in?*
    • Question 3:  

    • {yourFull}

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    • {partnersFull}

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    • Question 4 

    • {yourFull}

    • Which number best describes your reaction to short-term(less than 1 year) losses on your investments?*

    • {partnersFull}

    • Which number best describes your reaction to short-term(less than 1 year) losses on your investments?*
    • Question 5  

    • {yourFull}

    • There is usually a trade-off between risk and return, which describes your preferences best?*

    • {partnersFull}

    • There is usually a trade-off between risk and return, which describes your preferences best?*
    • Question 6  

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      A I will not accept any declines in the value of my investment portfolio.
      B I would transfer my investments to more stable investment markets.
      C I would be somewhat concerned but can accept very short-term volatility in the markets however if markets did continue to fall in the short-term, I would discuss my investments with my adviser and ask for guidance.
      D Primarily, I would adopt a ‘wait and see’ approach to see if the investments improve before making a decision.
      E I knew the risks and volatility levels were higher and I would leave the original long-term strategy in place to let it run its course.
      F As I expect long-term growth, I would intend on investing more money given the current market conditions to take advantage of the lower average investment prices.

    • {yourFull}

    • If your investment strategy were for the long term (minimum of 7 years) how would you react if in 6 month time your portfolio value had decrease by 15% or more?*

    • {partnersFull}

    • If your investment strategy were for the long term (minimum of 7 years) how would you react if in 6 month time your portfolio value had decrease by 15% or more?*
    • Question 7  

    • {yourFull}

    • Looking at the graph below, what pattern of investment return are you most comfortable with? (Usually the less volatile the return pattern, the lower the return over a longer investment cycle)*

    • {partnersFull}

    • Looking at the graph below, what pattern of investment return are you most comfortable with? (Usually the less volatile the return pattern, the lower the return over a longer investment cycle)*
    • Question 8  

    •  

      A Preserving your capital is the most important factor when you consider your savings or the amount you wish to invest.
      B You prefer lower risk investments but are willing to accept small downside risk to your capital to achieve a higher potential return then cash.
      C You are prepared to assume a moderate amount of capital risk but with a lower allocation in growth assets to manage potential downside.
      D You are prepared to accept some more capital risk with a view to enhancing potential returns.
      E You understand that this investment is for the long term and capital risk is acceptable in order to maximise potential returns.

    • {yourFull}

    • Which of these profiles do you most identify with?*

    • {partnersFull}

    • Which of these profiles do you most identify with?*
    •  

  • Results

  • Hey {yourFull},

    Thank you for answering, we have calculated personalized score and risk profile for you based on answers.

     

  • Portfolio Characteristics

  •   Cash Conservative Moderately Conservative

    Mod Growth

    		 Growth High Growth
    Recommended Time Frame  0 -1 Year  1-2.5 Years  2.5 - 4 Years  4 - 5.5 Years  5.5 - 7 Years  7 Years or More
    Growth Assets 0.00%  35.00%  52.00%  70.00%   85.00%  100.00%
    Probability of Negative.Returns in 1 Year  0.00%
    		 6.70%
    		  13.00%
    		 17.00%    19.60%
    		  22.20%
    Targeted Return

    0.80%

    		 3.75%   4.75%  5.75%   6.75%
    		 7.75% 

     

  • Portfolio Asset Allocations

  • Image field 228
  • {yourFull}, Do you agree with this risk profile?*
  • If you disagree with the risk profile outcome, please state which Risk Profile you believe to be more suitable*

  • Investment risk profile acceptance declaration

  • I, {yourFull}, confirm that the details recorded in the ‘Risk profile determination questionnaire’ are correct and reflect my understanding and investment risk profile.

    I confirm that I have understood my agreed risk profile selection and would like this profile applied to my/our funds available for investment.

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     :

  • Results for Partner

  • Hey {partnersFull},

    Thank you for answering, we have calculated personalized score and risk profile for you based on answers.

     

  • Portfolio Characteristics

  •   Cash Conservative Moderately Conservative

    Mod Growth

    		 Growth High Growth
    Recommended Time Frame  0 -1 Year  1-2.5 Years  2.5 - 4 Years  4 - 5.5 Years  5.5 - 7 Years  7 Years or More
    Growth Assets 0.00%  35.00%  52.00%  70.00%   85.00%  100.00%
    Probability of Negative.Returns in 1 Year  0.00%
    		 6.70%
    		  13.00%
    		 17.00%    19.60%
    		  22.20%
    Targeted Return

    0.80%

    		 3.75%   4.75%  5.75%   6.75%
    		 7.75% 

     

  • Portfolio Asset Allocations

  • Image field 285
  • {partnersFull}, Do you agree with this risk profile?*
  • If you disagree with the risk profile outcome, please state which Risk Profile you believe to be more suitable*

  • Investment risk profile acceptance declaration

  • I, {partnersFull}, confirm that the details recorded in the ‘Risk profile determination questionnaire’ are correct and reflect my understanding and investment risk profile.

    I confirm that I have understood my agreed risk profile selection and would like this profile applied to my/our funds available for investment.

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