This questionnaire has seven questions with multiple-choice answers, and relies on the accuracy of your answers. Please take your time to understand each question and provide realistic and honest answers. The questionnaire is designed as a guide only to help you determine your tolerance for risk and the asset allocation that most closely corresponds to the risk profile associated with the answers you provide.
The outcome of the questionnaire should not be treated as personalised financial advice or a personal financial plan.
What best describes your financial goals for this portfolio?
You can withdraw capital from the Investment Portfolio at any time. When do you plan to make a withdrawal? (“withdrawal” refers to a large one-off withdrawal of capital, rather than income)
Investing involves a trade-off between return and risk. Investments with higher returns generally have higher risk (i.e. chance of loss). Investments with lower returns generally have lower risk or chance of loss. Which of the following statements best describes your attitude to risk?
For many investors, the possibility of losing money is a key concern. How do you feel about investment losses?
The following graph shows the results of five hypothetical portfolios over a one-year period. The gold bars show the potential returns, while the dark blue bars show the potential loss each portfolio could experience. (Note: the portfolio with the best potential return also has the largest potential loss.). Which of these funds would you prefer to hold?
It is often said that your portfolio should not keep you awake at night. This is referred to as the sleep test. By how much could your portfolio fall in value before you would begin to feel uncomfortable:
For the time period you intend to invest, you:
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