Lonsec Risk Profile

Q1 How long do you intend to invest your savings? *

Long Term (>10 years) Med-Long Term (5-10 years) Medium Term (2-5 years) Short Term (1-2 years) Parking (

Q2 Will you need to access these funds during the term of the investment? *

Yes No

Q3 Inflation erodes the value of your savings. Growth investing can counter the eroding effect of inflation but will also expose you to the risk of short-term losses. *

I am comfortable with this trade off to beat inflation I am conscious of the risks inflation presents, but would prefer a middle ground Inflation may erode my savings but I have no tolerance for loss

Q4 Which of the following risk/return scenarios would you be most comfortable with? *

Low risk/return (maximum return 6% pa, minimum return 3% p.a.) Moderate risk/return (maximum return 8% pa, minimum return -5% p.a.) Above average risk/return (maximum return 12% pa, minimum return -10% p.a.) High risk/return (maximum return 20% pa, minimum return -25% p.a.)

Q5 What would you do if your investment dropped in value from an initial $1,000 to $850? *

Move the entire investment to cash Move some of the investment to cash Do nothing Buy more of the investment

Q6 What is the most aggressive investment you've ever made? *

Shares, technology fund, smaller companies fund Managed Funds Investment Property Own Home Bank Account

Q7 If you were investing in a share portfolio, which of the following would suit you best? *

A portfolio of potentially high-returning shares whose value could rise or fall dramatically A blue chip portfolio that pays regular dividends A mixture of above two options I am not interested in shares

Your Score (calculated from Form Calculation widget)

Secure (Score 0 - 14)

You prefer to avoid risk. You are willing to accept a low return to avoid the risk of losing capital. You generally prefer an investment mix that is defensive to produce a stable return invested in bonds and cash.

No minimum timeframe.

Risk Profile Questionnaire