Identifying Your Attitude to Investing

Our Investment risk questionaire is designed to help calculate your attitude to investing

Please feel free to complete the following questionnaire .

Please only tick one answer to each question

Name

Email address

Contact Telephone Number

Question1:

Your total savings and investments are:

Nil
Very Small
Between one and six months salary
Approximately one years salary
In excess of one years salary

Question 2:

Please tick the statement to describe your objectives for your investments:

My main concern is to protect and preserve the value of my investment
I will accept short term fluctuations in the value of my investment but would be slightly concerned
I am prepared to accept a balance between safety and potential growth of my investment
I require long term growth on my investment and I am prepared to accept potential losses
I am prepared to accept a high level of risk and potential losses in return for potential higher returns

Question 3:

If your total investments experienced a drop in their value over twelve months. Would you change the investment if: Please select one of the following the value fell by less than 5% fell between 5% and 10% fell between 10% and 20% fell between 20% and 25% fell by more than 25%

Question 4:

As an example you have £100,000 to invest. The picture below shows how five different investment portfolios might perform. Each portfolio shows the upper and lower possible values . Please indicate which investment portfolio you would feel comfortable with. Please select one of the following Portfolio A £105,000 - £98,000 Portfolio B £115,000 - £95,000 Portfolio C £125,000 - £90,000 Portfolio D £140,000 - £85,000 Portfolio E £150,000 - £80,000

Question 5:

Please indicate the total percentage of your assets( not including your main home) that you are looking to review? Please select one of the following More than 75% Between 50% & 75% Between 25% & 50% Less than 25%

Question 6:

Fluctuations in the value of your investments may lead to improved long term returns. Please select one of the following statements that best describes your preference

Preserving the initial value of my investment is critical. I am prepared to accept the lower returns in the long term.

Short term fluctuations in the value of the investment is acceptable. I would prefer for a large proportion of my investment to be in low risk investments.

I require good long term returns and I am prepared for fluctuations in the value of my investment in the short term .

Higher long term investment return are required and I am prepared to accept sometimes dramatic fluctuations in the value on my investment.

Question 7:

Twelve months ago you invested £20,000 . The value of the investment is now worth £15,000 .Would you : Please select one of the following Sell the investment completely Sell part of the investment Sit tight Sell and reinvest into a riskier investment to recoup losses Buy more of the same investment

Questions 8:

Apart from my investment , I have sufficient money available to meet any expenses over the next year: Please select one of the following I strongly agree I disagree I neither agree or disagree I agree I strongly agree

Question 9:

If your investment fell in value over the year,would you sell part of your investment and reinvest into low risk investments

Yes
No