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Do you need help getting your investor profile?
Answer these 6 questions designed by a team of financial experts.

Investor Profiles

Secure
  • Focused on security of capital
  • Objective: stable and steady income
   
Conservative
  • Seeks steady income
  • Objective: moderate long-term capital growth
   
Moderate
  • Objective: consistent returns, current income and moderate capital growth
   
Balanced
  • Objective: long-term growth with moderate risk
   
Growth
  • Willing to tolerate portfolio fluctuations
  • Expects high return potential  
  • Objective: significant long-term growth
   
Equity
  • Seeks high capital growth
  • Willing to tolerate significant short-term portfolio fluctuations
  • Objective: maximum long-term growth
   
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