Risk Profile Analyzer Name*Date* Date Format: DD slash MM slash YYYY Which one of these investments would you feel more comfortable owning?*Fixed depositsGovernment StockShares in older established companiesBlue Chip international investmentsShares in overseas emerging marketsIs your future financial goal*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 holidayWhat is your primary financial goal?*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 inflationWhich of the following investment returns would most appeal to you if you were to invest an initial amount of R20, 000 for one year?*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 ,000Please select the most applicable to you:*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 termPlease select the statement most applicable to you:*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 makeI am prepared to accept short-term losses if I believe the long-term returns will be good.*Strongly disagreeDisagreeNeutralAgreeStrongly agreeI would Quit my Job and start my own business if the right opportunity arose*Strongly disagreeDisagreeNeutralAgreeStrongly agreeI Expect my investment earnings to increase in line with inflation over the next 5 years*Strongly disagreeDisagreeNeutralAgreeStrongly agreeI Have sufficient funds set aside to cover most emergencies*Strongly disagreeDisagreeNeutralAgreeStrongly agree
