Risk Profile Form

Name

Which of the following best describes your own experience level as an investor?

I have had virtually no experience in investing money apart from using bank accounts
I have had limited experience in investing
I have had a reasonable level of investment experience
I would consider myself an experienced investor

Which of the following best describes your level of knowledge and understanding of financial markets and investing?

Low
Limited
Reasonable
Solid

Thinking about the risk you have taken with your past investment choices, how would you describe the level of risk?

Not applicable as my past experience is limited
Low
Medium
High

In the context of investing, what best describes your attitude to risk?

It is something to be avoided
It is a source of uncertainty and needs to be limited
It can create the opportunity for improved returns
It is something to be embraced

If asked to make your own investment decisions how would you feel?

Not confident at all
Somewhat hesitant
Reasonably confident
Very comfortable

If you held a sizable investment that regularly went up and down in value, which would you be likely to do?

Watch it daily or weekly as I am likely to be anxious about investment performance
Watch it monthly out of concern over investment performance
Watch it regularly, not out of concern, but just for general interest
Only check it once or twice a year

How would you feel if a large percentage of your investment portfolio was invested in the share market?

Not comfortable
A little hesitant but willing to consider it
Reasonably comfortable
Very comfortable

To earn a return above the level of bank interest rates you may need to hold investments that go up and down in value (i.e. have volatility). How important is it to you to protect your investment and minimise the prospect of any fall in the value?

Very important. Protecting my existing investment is my main objective.
Important, but I’m comfortable for at least a small part of my portfolio to have volatility in order to improve returns over the longer term
Not particularly important as I’m comfortable that having exposure to volatility is the best way to maximise returns over the longer term

If you owned a large amount of shares and the stock market fell quickly by 20%, what do you believe your natural reaction would be?

To sell all the shares as soon as possible to avoid any further falls
To sell some of the shares to reduce exposure to future falls
To hold the shares and wait for a recovery
To look for ways to buy more shares

Investments fluctuating in value in the short-term are more likely to produce higher returns than investments that remain steady. Are you prepared to experience volatility in your investments, to increase the chance of higher returns?

No, not at all
Yes, but only some of my investment portfolio
Yes, for a significant part of my investment portfolio
Yes, definitely

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