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INVESTOR RISK PROFILE
This risk profile is to determine your investment objective and what type of investors you are.
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1. Tell us your investment experience:
I know nothing at all.
I have some investment knowledge in shares only.
I am reasonably familiar with the basic types of investments, including unit trust, bonds and shares.
I am both knowledgeable and experienced in investing and I currently hold a broad range of investments.
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2. Tell us your investment goals:
My money should be safe at all time.
I want to earn a stable and regular stream of income. I can accept occasional losses as long as my money is in sound investment.
I am looking for the balance of capital growth and regular income. I am willing to accept a fair amount of investment risk.
I am willing to take higher risk to achieve higher returns.
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3. What percentage of your total net worth do you expect this investment to represent?
1 – 20%
20 – 50%
50 – 70%
70 – 100%
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4. How would you describe your investment style?
Conservative
Moderate
Fairly aggressive
Aggressive
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5. What chance is there that you may need to withdraw most or all of this investment earlier than anticipated?
Very low (under 15%)
Low (under 25%)
Medium (25 – 50%)
High (over 50%)
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6. If you purchased an investment and the value dropped by 20% after 3 months, but it still looked like a good investment, you would:
Buy more
Hold
Not sure
Sell
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7. In a period of one year, how much of a drop in value of this investment could you tolerate before feeling uncomfortable?
0 – 5%
5 – 10%
10 – 15%
Over 15%
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8. Over the next 3 – 5 years, are you confident that your income will meet your ongoing expenses?
Not sure
Not confident
Confident
Very confident
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9. How long do you expect to hold this investment?
1 – 3 years
4 – 7 years
8 – 10 years
Above 10 years
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10. Tell us your age:
Under 30
30 – 39
40 – 54
55 and over
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11
Your score is:
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Name
First Name
Last Name
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Email
example@example.com
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