Risk Profile Analyzer

  • Date Format: DD slash MM slash YYYY
  • Fixed depositsGovernment StockShares in older established companiesBlue Chip international investmentsShares in overseas emerging markets
  • Vital, such as saving for your child’s future education or saving for your retirement?Important such as paying off your car early?A luxury that you can do without, such as an overseas holiday
  • Capital protection: Protection of your capital against a decline in the market value of your investmentsCurrent Income: To receive an income generated from your investmentsConsistency: A high degree of stability and predictability of your investment return over timeLong- Term Inflation Hedge: High degree of protection of long-term purchasing power of your investmentCapital Appreciation: Increase in market value of your investments, primarily through capital growth in excess of inflation
  • A guaranteed amount of R21 ,000Any amount between R20 ,000 to R22 ,000Any amount between R18 ,000 to R23 ,000Any amount between R15 ,000 to R26 ,000Any amount between R10 ,000 to R30 ,000
  • I would rather protect my assets, even though there may be limited growth potentialI would rather experience steady growth each yearI would like high growth even though it may mean very volatile returns in the short term
  • I believe I will not have enough money for my goal and therefore don’t want to lose what I already haveI believe that I will have enough for my goal and therefore would like a consistent long-term investmentI believe that I will have more than enough money for my goal and therefore can afford to be more aggressive with the investment that I make
  • Strongly disagreeDisagreeNeutralAgreeStrongly agree
  • Strongly disagreeDisagreeNeutralAgreeStrongly agree
  • Strongly disagreeDisagreeNeutralAgreeStrongly agree
  • Strongly disagreeDisagreeNeutralAgreeStrongly agree