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Investment Risk Questionnaire

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Please take a little time to complete the following form as it will help us to assess your tolerance for risk. Please give an answer to every question except question 12 which is optional. When you have completed the form, please click “Send your answers”.

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1. How experienced are you as an investor?

2. How important is it to you that your capital won’t go down in the short-term (1-5 years)?

3. What is your investment time horizon (how long can you afford to leave your investments before you might need access to the bulk of your capital – even though income may be required sooner)?

4. Higher returns are more important to me than capital security?

5. When investing what are you chiefly concerned about?

6. How far could you tolerate your investments falling in value?

7. Assuming that you have already set aside sufficient cash reserves for your short-term needs, which combination do you think would most suit your remaining long-term investments? (Low = cash; Medium = government and corporate bonds; High = shares)

8. How do you think of investment risk?

9. How do you adapt to financial disappointments?

10. What degree of risk would you like to take with your investments?

11. Would you prefer your investments to be ethically-screened where possible?
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12. Any other comments you would wish to make which shed light on your attitude to risk?