Attitude to Risk Questionnaire

Full Name*

First NameLast Name
Email*
example@example.com
Extremely Low RiskLow RiskModerate RiskHigh RiskExtremely High Risk
I Strongly AgreeI AgreeI Neither Agree nor DisagreeI DisagreeI Strongly Disagree
I Strongly AgreeI AgreeI Neither Agree nor DisagreeI DisagreeI Strongly Disagree
I always focus on the risk rather than the potential gainsI usually focus on the risk rather than the potential gainsI focus on the risk and potential gains about equallyI usually focus on the potential gains rather than the riskI always focus on the potential gains rather than the risk
Very SmallSmallModerateLargeVery Large
A very small amount of risk with very small potential returnsA small amount of risk with small potential returnsA moderate amount of risk with moderate potential returnsA large amount of risk with large potential returnsA very large amount of risk with very large potential returns
YesNo
YesNo

9. (Parts A, B, C, D, E, F) Experts tell us that as the value of investments can go up and down, we should be prepared to weather a downturn. How upset would you be if the value of your investments fell by the following amounts in one year? How upset would you be on a scale of 1 to 5? (1 = not at all upset, 5 = very upset). Select the number that fits best.*

Rows	1	2	3	4	5
A) 5%
B) 10%
C) 20%
D) 30%
E) 40%
F) 50% of More

12345
Much less than most people I knowLess than most people I knowAbout the same as most people I knowMore than most people I knowMuch more than most people I know
Much less than most people I knowLess than most people I knowAbout the same as most people I knowMore than most people I knowMuch more than most people I know
I would cash it in if there was any loss in valueUp to 6 monthsUp to 1 yearUp to 2 yearsMore than 2 years
I strongly agreeI agreeI neither agree nor disagreeI disagreeI strongly disagree
Sell themDo nothingBuy more stocks and shares
16. Suppose that you are considering investing £20,000. You are selecting one investment from the six possibilities shown above. There is a 50:50 chance that the investment will decrease in value, in which case you will end up with the amount shown in the white left-hand semicircle. Likewise, there is a 50:50 chance that it will increase in value, in which case you will end up with the amount shown in the right-hand blue semicircle. For example, Investment A will always result in you ending up with your original sum of £20,000, whilst Investment F will result in you either getting back £14,000 or £52,000. As you go from A to F your expected return increases but so does your risk. Please select which investment you would prefer.*

Investment AInvestment BInvestment CInvestment DInvestment EInvestment F
17. The graphs above show the performance of four portfolios for the last ten years. Portfolio A doubled its value over the period, but it made big gains in some years, and suffered big losses in other years. Portfolio D grew by a much smaller amount, but it was steady from year to year. Portfolios B & C are intermediate between A and D both in their overall growth and in year to year fluctuations. Past performance is not necessarily a guide to future performance. However, considering your personal circumstances and reasons for investing (pension, income, growth etc.), which portfolio would you choose FOR THE FUTURE?*

Portfolio APortfolio BPortfolio CPortfolio D
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