Investment Risk Profile

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Investment Profile

What is your main investment objective?*

Capital growth
Income distributions
Capital preservation
Capital guaranteed

What is your investment horizon?*

Short - Less than 2 years
Medium - Between 2 and 5 years
Long - Over 8 years

What level of liquidity do you need?*

Do you have any investment preferences?

How long do you expect to invest the majority of your funds for?*

Less than 3 years. (1)
3-5 years. (2)
5-7 years. (3)
More than 7 years. (4)

How would you describe yourself when it comes to investing?*

I’m very conservative and am not willing to take on any level of risk. (1)
I’m fairly conservative but am willing to take on a low level of risk. (2)
I’m willing to take on a moderate level of risk if it means better long term results. (3)
I’m willing to take a higher level of risk than most in order to improve long term returns. (4)

If a long term investment that you held started to drop significantly in value over a short period of time, but nothing had changed in regard to the company's outlook, you would be most likely to:*

Sell the whole investment – I wouldn’t want to lose any more money. (1)
Sell part of the remaining investment – it could go back up, but I don’t want to risk everything just in case. (2)
Hold onto the investment – it’s likely it will increase in value again soon. (3)
Hold the remaining investment and buy more while the value is low – when the value goes up, I’ll make a good return. (4)

Which of the following best describes what you would like to achieve through your investments?*

I want a regular source of income – I’m not worried if the investment doesn’t increase in value over time. (1)
Generating an income would be my priority, but I would also like to see some increase in the value of my investment over time. (2)
I want the investment to grow in value overall, I would like some income from it, but this is less important to me than investment growth. (3)
I want solid growth of the investment – I’m not interested in getting an income from the investment. (4)

Which of the following best describes how you view investment in overseas shares?*

I would be hesitant as I do not know anything about it. (1)
I don’t know much about it – but I may consider investing in overseas shares if I had more information. (2)
Overseas shares are a good way to diversify risk, however, I would only invest some (not all) of my funds into overseas shares. (3)
I consider them a vital part of a long term portfolio, and would be willing to invest a significant amount of my money in overseas shares. (4)

In terms of investments, which of the following is most important to you to achieve?*

Ensure I have enough funds to feel secure in my financial future. (1)
Accumulating enough funds to meet specific objectives. (2)
Lower returns over a longer period of time at a lower level of risk. (3)
Higher returns over a short period of time at a higher level of risk. (4)

Some investments can fluctuate, sometimes quite significantly, over very short periods of time. How would you feel if the value of your investment varied significantly say up or down by one third (33%) or more, over a year or less?*

I would feel very uncomfortable about these fluctuations and would monitor my investments on a daily basis. (1)
I would feel quite uncomfortable about these fluctuations and would monitor my investments once a week. (2)
I would feel a little uncomfortable but wouldn’t spend too much time worrying about it. (3)
I wouldn’t be concerned by short term fluctuations at all. (4)

How important is it to you that your investments keep pace with inflation?*

Not important – I would rather protect the capital. (1)
A little important – but I’m not prepared to take unnecessary risks. (2)
Fairly important – I know that I’ll need to take some risk to ensure my returns beat inflation. (3)
Very important – the priority is for these funds to grow significantly above inflation. (4)