Investment Risk Profile

Understand Your Investment Style

Answer 15 simple questions to get a general indication of your investment risk profile before making long-term investment decisions.

Estimated time: 3 minutes

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Question 1 of 15

How long do you intend to keep this investment before needing the money?

Question 2 of 15

What is your primary investment objective?

Question 3 of 15

How important is liquidity to you?

Question 4 of 15

Do you currently have an emergency fund?

Question 5 of 15

What percentage of your monthly income can you comfortably invest?

Question 6 of 15

Which statement best describes your financial commitments?

Question 7 of 15

How would you describe your investment experience?

Question 8 of 15

Have you invested in market-linked investments before?

Question 9 of 15

How familiar are you with investment risk and volatility?

Question 10 of 15

If your portfolio declined by 10% in a market downturn, what would you do?

Question 11 of 15

If your portfolio declined by 20%, what would you do?

Question 12 of 15

Which investment outcome would you prefer?

Question 13 of 15

Which statement best describes you?

Question 14 of 15

Which would concern you more?

Question 15 of 15

When investing, I am more focused on:

Ready to View Your Result?

Complete all 15 questions to generate your general investment risk profile.

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