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What type of investor are you ?

Answer the questions below to know your investor profile.
INVESTMENT GOALS
  • A. Under 3 years

  • B. 3 – 5 years

  • C. 6 – 10 years

  • D. 11 – 15 years

  • E. Over 15 years

  • A. I want my investments to be secure. I also need my investments to provide me with modest income now, or to fund a large expense within the next few years.

  • B. I want my investments to provide a maximum amount of income now.

  • C. I want my investments to grow and I am less concerned about income. I am comfortable with moderate market fluctuations.

  • D. I am more interested in having my investments grow over the long-term. I am comfortable with short-term return volatility.

  • E. I want long-term aggressive growth and am willing to accept significant short-term market fluctuations.

INVESTOR KNOWLEDGE
  • A. Very limited (little to no knowledge)

  • B. Basic (understand difference between stocks and bonds)

  • C. Average (aware of the different investment options and levels of risk)

  • D. Extensive (thorough understanding of investment products and strategies)

RISK TOLERANCE
  • A. I do not like risk and am not prepared to expose my investments to any fluctuations in order to earn higher long-term returns.

  • B. I am prepared to experience modest fluctuations in order to generate a higher long-term return.

  • C. I am prepared to experience average fluctuations in order to achieve a higher long-term return.

  • D. I want to maximize my long-term returns and am comfortable with significant fluctuations.

INVESTMENT RISK PROFILE
  • A. Sell all of the remaining investment

  • B. Sell a portion of the remaining investment

  • C. Hold the investment and sell nothing

  • D. Buy more of the investment

  • A. Portfolio return range (-1% to 8%)

  • B. Portfolio return range (-6% to 15%)

  • C. Portfolio return range (-12% to 22%)

  • A. Unlikely to take more risk

  • B. Willing to take a little more risk with some of your investments.

  • C. Willing to take a lot more risk with some of your investments.

  • D. Willing to take a lot more risks with all of your investments.

INVESTOR TYPE
  • A. You may be reaching retirement or simply prefer to take less risk. Security of capital is your biggest concern.

  • B. You may be close to retirement or prefer to take less risk. Security is quite important to you.

  • C. You want a balance between growth and security. You are willing to accept some risk for potential higher returns over time.

  • D. Growth is more important but security is still a factor. You are willing to accept some risk for potential higher returns over time.

  • E. The growth of your money is your main concern and you plan to invest for a long time. You are very comfortable with riding out the ups and downs of the market for potential higher long-term results.

SWAN Centre
10 Intendance Street
Port Louis
info@swan.mu
203 26 20
203 26 20