Risk Profile Questionnaire

Our investment portfolios are designed to match your risk appetite.  Our tools can help you determine your asset allocation and exposure to certain markets and asset classes. 

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Wealth Manager

1. How concerned are you about fluctuations in your investment capital? Choose the portfolio in the diagram below that reflects your comfort level relative to variability.

2. Which statement best describes your spending behaviour?

3. Over your lifetime, what impact do you feel inflation will have on your lifestyle?

4. Which statement best describes your motivation for investing?

5. How interested are you in trying to “catch” short-term trends versus adopting a long-term “buy and hold” strategy?

6. To what extent is the proposed investment a percentage of your total liquid assets?
The proposed investment represents the following proportion of my current liquid assets:

7. What is your attitude towards investment risks?

8. How much emergency cash do you have in the event that you become unemployed?

9. Which Portfolio illustrates your preferred investment strategy best?

10. In the event of a sharp market correction that affects your portfolio, what would you do?

What is your investment time horizon?

Your total Score is and your investment time horizon of

According to this table, your Investment Risk Profile is classified as:

Conservative

A Conservative investor is one who does not wish to take any investment risks. His/Her priorities are the safeguarding his/her investment capital. He/She is prepared to sacrifice higher returns for peace of mind.

Conservative = 100% Cautious.

Moderatley Conservative

A Moderately Conservative investor is one who is prepared to accept a small amount of risk. His/Her priority remains the preservation of capital over the medium to long term. He/She may have some understanding of investment markets; however, he/she cannot afford to take any chances with his/her capital.

Moderately Conservative = 50% Cautious 50% Balanced.

Moderate

A Moderate investor is a balanced investor with some understanding of investment behaviour and can accept some short term risk to his/her capital. He/She does not wish to see all his/her capital eroded by tax and inflation and is prepared to take small short term risk in order to gain longer term capital growth.

Moderate = 100% Balanced.

Moderatley aggressive

A Moderately Aggressive investor is one who understands the movement of investment markets. He/She is most interested in maximising long term capital growth, although he/she does not wish to make unbalanced investment decisions. He/She is happy to sacrifice short term safety in order to maximise long term capital growth.

Moderately Aggressive = 50% Balanced 50% Aeon Active.

Aggressive

An Aggressive investor is prepared to sacrifice his/her investment capital in pursuit of the highest long term capital growth investment. He/She is most interested in reducing his/her taxable income and has an understanding of the behaviour of investment markets.

Aggressive = 100% Aeon Active.

Conservative

Your primary investment goal is capital protection. You require stable growth and/or a high level of income, and access to your investment within 3 years.

Conservative = 100% Cautious.

Moderately Conservative

Your primary investment goal is capital protection. Investors in this risk profile require fairly stable growth and/or a moderate level of income. Your investment term is 3 years or more.

Moderately Conservative = 50% Cautious 50% Balanced.

Moderate

Your primary investment goal is capital growth. You can tolerate some fluctuations in the value of your investment in the anticipation of a higher return. You don't require an income and you are prepared to invest for 5 years or more.

Moderate = 100% Balanced.

Moderately aggressive

Your primary investment goal is capital growth. Investors in this risk profile can tolerate a fair level of fluctuations in the value of you investment in anticipation of possible higher returns. You don't require an income and you are prepared to invest for 5 to 10 years.

Moderately Aggressive = 50% Balanced 50% Aeon Active.

Aggressive

Your primary investment goal is long-term capital growth. You can tolerate substantial fluctuations in the value of your investment in the short-term in anticipation of the highest possible return over a period of 10 years or more.

Aggressive = 100% Aeon Active.

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