This questionnaire is designed to measure your risk tolerance, and match you to a Risk Profile. Risk Tolerance is a measure of your attitudes and perceptions towards the uncertainties associated with investing.
  • A risk-averse investor is less willing to accept the risk of loss and is therefore comfortable with lower returns on their investment; and conversely
  • A risk-tolerant investor is willing to accept a greater risk of loss in exchange for potentially higher investment returns.
Risk tolerance is only one part of the broader financial planning process. Your financial planner will determine the most appropriate portfolio based on your ability to take risk (i.e. risk capacity), financial objectives, financial situation and particular financial needs, while taking the outputs from this questionnaire into account.
This questionnaire does not take into account your risk capacity, financial objectives, financial situation or particular financial needs.