Reach out today
This investment overview will help you and your financial advisor to properly assess your tolerance to risk.
3 Easy steps
Some things in life can make you feel uncomfortable. However, investing your hard-earned money shouldn’t be one of them. That’s why we want to help you get comfortable investing - starting with 3 easy steps.
STEP 1 – Get your investor profile
Find out what type of investor you are by doing our investor profile, some straight-forward questions. These help us to assess things like your attitude to investing and the types of investments you’re more comfortable with. By doing our investor profile, you’ll know what type of investor you are or if investing just isn’t for you.
STEP 2 – Match funds that suit your profile
This step matches your investor profile to the fund that could suit you best. Each fund has been developed to suit the needs of different types of investor profiles. Each of the responses are given a score and the scores are collated to give you an overall risk rating. The profile includes some checks to ensure the answers you have provided are consistent.
STEP 3 – Discuss the rate of returns
Once your attitude to risk has been assessed you then need to decide on an investment solution which suits your level of risk, now we can show you the expected range of returns for that fund over different time periods, so, you can see that investments can fall as well as rise but you also know what range of returns you could expect.
Warning: The value of your investment may go down as well as up. Warning: If you invest in these funds, you may lose some or all of the money you invest. Warning: These funds may be affected by changes in currency exchange rates.