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Pricing

Risk ProfileGary Booysen2023-08-01T19:46:59+02:00

Risk Profile Analysis

Step 1 of 2

50%

The amount of risk investors are willing to accept is known as their RISK PROFILE. Assessing a person’s tolerance is key to portfolio construction. It is also critical to determining the appropriate asset allocation, appropriate investment products, and managing return expectations.

A person’s individual risk profile often changes over time, therefore it could be necessary to complete this assessment more than once.

Personal Details

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First Last

Email(Required)

Advisor Details

Name

First Last

Questions

It is completely normal to have separate risk profiles for different investment types. The risk you are willing to take with discretionary funds will likely be different to the risk you want to take with your retirement savings.

The following questions are designed to help determine your current risk profile. In the first question, select the "Type of Funds" being considered. Answer all the other questions with these funds in mind.

Question 1: Type of funds - How would you best describe the funds you're considering for the purpose of this Risk Analysis?(Required)

Discretionary money

Retirement money

Risk money

Other

Other - Type of funds - Please give more details around the funds at risk.

Question 2: Investment preferences - Which one of the following best describes your attitude to market volatility?(Required)

I prefer investments that are not affected by market volatility so the value of my capital will not fluctuate.

I prefer investments with a low volatility, however I don't mind having a small portion of my portfolio invested in assets with potentially higher levels of short-term capital fluctuation.

I prefer to spread my investments across different asset classes and accept that some capital fluctuations will occur as a result.

I am comfortable including investments with a higher degree of capital fluctuation, but like to maintain a small amount of stable investments to smooth returns.

I am comfortable investing the majority of my portfolio in assets with higher levels of capital fluctuation.

Question 3: Liquidity requirements - How long do you think it will be before you require access to these funds?(Required)

1 year or less

2 to 3 years

3 to 5 years

5 years+

Question 4: Investment experience - How familiar are you with investment markets?(Required)

I have no experience at all.

I have a basic understanding of investment markets.

I have a strong understanding of investment markets.

I am an experienced investor.

Question 5: Attitude to risk - How comfortable are you to accept short-term losses in order to achieve a higher long-term returns?(Required)

I am not prepared to accept any loss of my initial investment.

I am prepared to accept minor losses to my initial investment.

I understand that in seeking higher returns I may have to accept some loss of my initial investment.

In seeking a higher return, I am prepared to accept a loss of my initial investment.

Question 6: Investment objectives - What do you want to achieve from your investments?(Required)

I want a source of income. I am not particularly concerned about my initial investment growing in value.

My priority is to generate income. However, I would like to see my initial investment grow over time.

My priority is the capital growth of my initial investment. However, I would like to generate some income.

My focus is on investment growth. I am not interested in generating income.

Question 7: Inflation concerns - How important is it for your investment return to keep pace with (or exceed) the rate of inflation?(Required)

Not important

Important

Very important

Question 8: Taxation concerns - When investing, how important is it to minimise income tax? Assume tax-minimisation strategies may additional risk.(Required)

Not important

Important

Very important

Extremely important

Question 9: Attitude towards capital loss - How would you react if the value of your portfolio fell by more than 20% in any year?(Required)

I would consider redeeming all my assets and transferring them to cash.

I would be concerned and consider changing my investment strategy.

I would be confident that my strategy remains appropriate for my time horizon and will not make any changes.

I would consider investing more to take advantage of lower entry prices.

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