Platinum Portfolios - Risk Profiler

Questions and answers	Value
4.1. What is your investment horizon? *
More than 10 years. 8 to 10 years. 5 to 7 years. 3 to 4 years. 1 to 2 years.


4.2. How close are you to your planned retirement date? *
More than 15 years. 10 to 15 years. 6 to 9 years. 1 to 5 years. Retired.


4.3. Do you need to draw a regular income? *
No. Yes.


4.4. Will you expect to draw income from this investment within the next 3 years? *
No. Less than 25%. Between 25% & 50%. More than 50%.


4.5. How many dependants do you have? *
None. 1. 2 or 3. More than 3.


4.6. Please indicate your age group. *
30 years of age or younger. 31 to 40 years of age. 41 to 50 years of age. 51 to 65 years of age. Older then 65 years of age.


4.7. During the period of investment, do you see your income... *
Increasing? Remaining Static? Decreasing?


4.8. Do you have liquid funds available to deal with an emergency? *
An adequate amount. A small amount. No Funds available.


4.9. What are your investment objectives? *
Long term superior growth, no concern over current income. Greater capital growth, with less emphasis on income. Income and capital growth. A steady income with capital preservation. Capital preservation over a short time horizon (returns similar to wholesale short term rates).


4.10. What is your attitude to risk? *
I would favour an aggressive portfolio with a medium to high degree of risk, with the singular goal of optimizing growth. I would favour an aggressive portfolio with a minimal element of low risk assets, where risk is managed through a generous spread of assets in order to achieve superior growth on the investment. I would favour a balanced portfolio that contains a mixture of low and higher risk assets, but weighted more toward higher risk securities than to lower risk securities, thereby increasing the potential return. I would favour a balanced portfolio that contains a mixture of low and higher risk assets, but weighted more towards lower risk securities than to higher risk securities, and I am prepared to forfeit some return for that balance. I would favour a portfolio where I would be unlikely to lose my capital.


4.11. How tolerant are you of market volatility? *
My investment is for the long term, and volatility is acceptable in my pursuit of long term goal. I accept the risk of loss within my investment but would expect this to be recovered over a longer investment period. I accept market volatility as a part of the risk of investing, but would expect to see a return over three years, in line with if not better than a wholesale bank investment. I would tolerate some fluctuation but would feel uncomfortable with a loss in any one year period. I am not tolerant at all.

Personal Investment Risk Analysis