RISKPROFILER
Please read the questions and click the option that describes you or your situation best.
Name
*
First Name
Last Name
Email
*
example@example.com
1. How would you describe your age, work status and life stage? .
*
I'm older than 70, retired and enjoying my lifesavings
I'm in my 60's. I'm recently retired or close to retirement.
I'm in my 50's, still working hard but my earnings have levelled of
'I'm young but close to half-way through my working lifetime
I'm young and most of my working lifetime lies ahead of me
2. What is your main goal or objective with this specific investment?
*
To receive a regular income with capital preservation.
To receive a regular income with minimal capital growth
Stable inflation-beating capital growth with some income
High inflation-beating capital growth with little income
High inflation-beating capital growth with little income Opportunistic capital growth with no need for income
3. Would you say this investment is for the short term or for the long term?
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I'd say this investment is for the short term only
I'd say this investment is for the short to medium term
I'd say this investment is for the medium term
I'd say this investment is for the medium to long term
I'd say this investment is opportunistic and not for a term
4 When are you planning to make withdrawals from this investment?
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I'm likely to withdraw it all during the next 5 years.
I'm likely to withdraw it all during the next 5 to 10 years.
I'm likely to withdraw it all during the next 10 to 15 years
I'm likely to withdraw it all during the next 15 to 20 years
I'm likely to make opportunistic withdrawals at the right time
5. What return do you require over the full term of this investment?
*
1% to 2% per year more than the inflation rate over the period
3% to 4% per year more than the inflation rate over the period
5% to 6% per year more than the inflation rate over the period
7% to 8% per year more than the inflation rate over the period
9% to 10% per year more than the inflation rate over the period.
6. What proportion of this return should be in the form of distributions?
*
I'd prefer all of the return in the form of income distributions.
I'd prefer most of the return in the form of income distributions
I'd prefer the return to be both distributions and capital gains.
I'd prefer most of the return in the form of capital gains
I'd prefer almost all of the return in the form of capital gains
7. What's the very best return you would expect over any one-year period
*
I'd be happy with returns as high as 15% in a really good year
I'd be happy with returns as high as 25% in a really good year
I'd be happy with returns as high as 35% in a really good year
I'd be happy with returns as high as 45% in a really good year
I'd be happy with returns as high as 55% in a really good year
8. What's the worst return you could cope with over any one-year period?
*
I'd cope with returns as low as 0% in a really bad year
I'd cope with returns as low as -5% in a really bad year
I'd cope with returns as low as -10% in a really bad year
I'd cope with returns as low as -15% in a really bad year
I'd cope with returns as low as -20% in a really bad year
Total
Average
Volatility risk profile
:
1= Low
2= Low to moderate
3= Moderate
4= Moderate to high
5= High
Submit
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