Welcome to your Risk Assessment Test
A young person can usually afford to take on more risk. What is your age?
How many years from your planned retirement date are you?
A healthier person can on average take more risk than a person with a health problem. How would you assess your average health against your age group?
Which of the following investments would you be most comfortable with?
Have you invested in shares or equity unit trusts before and are you comfortable with the idea?
Which of the following statements best describes your reaction if your investment(s) suffer a significant decline in value in the short term?
What is your primary goal with this investment?
What is the level of income required from this investment?
What is the time horizon before the starting date from which the income is needed?
Except for the income, do you foresee any other major expenses? If so, will this be substantial? (Ie, greater than 25% of the investment)
Afrikaans
English