1.What is your investment experience:
2.The Duration that you would accept to 'commit' your funds into an investment is:
3.In which age group do you belong?
4.Which of the following proposals do you think that suits your expectations best
5.The value of your investment in shareholder value has been increased by 20%, over a short period of time. Assuming that based on the published analyses a further rise is expected, then
6.You know that the value of the investments may fluctuate over time. Assuming that the value of your investment notes a decline in short period of time then ...
7.Your Primary investment scope is:
8.Do you have regular liquidity needs (e.g., loan repayments, tuition fees, etc.) which you will cover with the amount of the current investment?
Your profile leads to the selection of a preservative portfolio. Such a portfolio is designed to protect your capital by its main characteristic of immediate liquidation taking extremely low investment risk. This portfolio mainly consists of short-term placements and fixed income securities.
Your profile leads to the selection of an income portfolio. Such a portfolio aims to achieve a fixed income from interest coupons, dividends and short-term placements as well as to maintain the capital base by taking a very small investment risk.
Your profile leads to the selection of an income and growth portfolio. Such a portfolio aims to achieve an income from interest coupons and dividends, and a medium term capital gain, accepting a possible fluctuation of the capital. This portfolio mainly consists of bonds and shares.
Your profile leads to the selection of a growth portfolio. Such a portfolio aims to achieve a long-term significant capital gain taking an increased investment risk. The stock values represent a significant percentage of the portfolio composition.