[Survey_Response__c.Question_4__c] | ||
[Survey_Response__c.Question_4_Response__c] | Score | |
Questions/Comments | [Survey_Respons | |
[Survey_Response__c.Question_4_Comments__c] | e__c.Question_4_ | |
Weight__c] | ||
[Survey_Response__c.Question_5__c] | Score | |
[Survey_Response__c.Question_5_Response__c] | ||
[Survey_Respons | ||
Questions/Comments | ||
e__c.Question_5_ | ||
[Survey_Response__c.Question_5_Comments__c] | ||
Comments__c] | ||
[Survey_Response__c.Question_6__c] | Score | |
[Survey_Response__c.Question_6_Response__c] | ||
[Survey_Respons | ||
Questions/Comments | ||
e__c.Question_6_ | ||
[Survey_Response__c.Question_6_Comments__c] | ||
Comments__c] | ||
[Survey_Response__c.Question_7__c] | Score | |
[Survey_Response__c.Question_7_Response__c] | ||
[Survey_Respons | ||
Questions/Comments | ||
e__c.Question_7_ | ||
[Survey_Response__c.Question_7_Comments__c] | ||
Comments__c] | ||
[Survey_Response__c.Question_8__c] | Score | |
[Survey_Response__c.Question_8_Response__c] | ||
[Survey_Respons | ||
Questions/Comments | ||
e__c.Question_8_ | ||
[Survey_Response__c.Question_8_Comments__c] | ||
Comments__c] | ||
Total Score | ||
Indicative Personal Risk Profile | [Survey_Res | |
ponse__c.Pe | ||
[Personal_Indicative_Risk_Profile] | ||
rsonal_Risk | ||
[Personal_Indicative_Risk_Profile_Description]. | ||
_Profile_Sco | ||
re__c] | ||
[Survey_Response__c.Question_9__c] | Score | |
[Survey_Response__c.Question_9_Response__c] | ||
[Survey_Respons | ||
Questions/Comments | ||
e__c.Question_9_ | ||
[Survey_Response__c.Question_9_Comments__c] | ||
Weight__c] | ||
[Survey_Response__c.Question_10__c] | Score | |
[Survey_Response__c.Question_10_Response__c] | ||
[Survey_Respons | ||
Questions/Comments | ||
e__c.Question_10 | ||
[Survey_Response__c.Question_10_Comments__c] | ||
_Weight__c] | ||
[Survey_Response__c.Question_11__c] | Score | |
[Survey_Response__c.Question_11_Response__c] | [Survey_Respons | |
Questions/Comments | e__c.Question_11 | |
[Survey_Response__c.Question_11_Comments__c] | _Weight__c] | |
[Survey_Response__c.Question_12__c] | Score | |
[Survey_Response__c.Question_12_Response__c] | [Survey_Respons | |
Questions/Comments | e__c.Question_12 | |
[Survey_Response__c.Question_12_Comments__c] | _Weight__c] | |
[Survey_Response__c.Question_13__c] | Score | |
[Survey_Response__c.Question_13_Response__c] | [Survey_Respons | |
Questions/Comments | e__c.Question_13 | |
[Survey_Response__c.Question_13_Comments__c] | _Weight__c] | |
Total Score | ||
Indicative Super Risk Profile | [Survey_Res | |
ponse__c.S | ||
[Super_Indicative_Risk_Profile] | ||
uper_Risk_P | ||
[Super_Indicative_Risk_Profile_Description] | ||
rofile_Score | ||
__c] | ||
Typical | |||
Range | Risk Profile | Ratio | |
Growth / | |||
Defensive | |||
Preservation | |||
0-6 | You are a cash investor. Risk must be very low, and you are prepared to accept | 0/100 | |
lower returns to protect your capital. The effects of inflation will not concern you, | |||
provided your initial investment is protected. | |||
Moderately Conservative | |||
You are a moderately conservative investor, seeking better than cash returns, but | |||
7-10 | risk must be low. Your priority remains the preservation of the majority of capital | 35/65 | |
over the medium to long term. You may have some understanding of investment | |||
markets and be prepared to consider | |||
an allocation towards growth investments. | |||
Balanced | |||
11-15 | You are a balanced investor who wants a balanced portfolio to work towards | 50/50 | |
medium to long term financial goals. You require an investment strategy which | |||
will cope with the effects of inflation. Calculated risks are acceptable to you. | |||
Growth (Assertive) | |||
You are a growth investor who understands the movement of investment | |||
16-21 | markets. You are most interested in maximising long term capital growth. You are | 75/25 | |
happy to sacrifice short term safety in order to maximise potential long term | |||
capital growth. | |||
High Growth (Aggressive) | |||
You are a High Growth investor prepared to compromise portfolio balance to | |||
22-25 | pursue potentially higher long-term returns. Your investment choices are typically | 95/5 | |
diverse but carry with them a higher level of risk. Security of capital is secondary | |||
to the potential for wealth accumulation. You have a long-term investment | |||
horizon. | |||