Risk Assessment

The following questionaiire is designed to give you, the investor, an idea of your tolerance for risk in your investment portfolio. This in turn will determine to a large extent how you allocate your funds withn the various asset classes that make up your portfolio.

There are 8 questions in total, so it won’t take you long. Simply answer each question as honestly as you can, and based on those answers you’ll be scored and then presented with our recommended Asset Allocation model based on your resultant profile.

Please note that this risk assessment does not constitute any kind of personal financial advice. It is simply a means to determine an appropriate allocation of your funds based on your overall tolerance for risk. Should you subsequently choose to implement the resulting model portfolio that we present to you, it will be upon your own decision to do so. Any such recommendations have not taken into any account your personal circumstances or the applicability of the investments to your financial goals.