Share
Blog
Investonline.co.za is a FSB approved & authorised Financial Services Provider under Licence FSP 40592
substantial savings
diversified unit trust portfolios
18 risk-profiled investment portfolios
simple, cost-effective & flexible
safe & secure
independent, objective and professional
exceptionally low annual administration fee
low minimum investment: lumpsum R20 000
low minimum investment: debit order R1 000
about us
why investonline
the team
press room
client survey
partners & affiliates
contact us
about investing
about unit trusts
how to invest
FAQs
investment advice forum
best advice
fund managers' comments
fees
minimum investments
administrator
banking details
savings calculator
unit trusts available
available funds
Allan Gray investment platform funds
Boutique funds
recommended portfolios
investment strategies
performance figures
forms
application form - complete online & print
application form - print out & then complete
other forms
banking details
client login
useful links
Risk profiler
- This tool assists you to choose the most suitable unit trusts
1
2
3
Your investment time frame
1. How old are you?
Select
18-35
36-45
46-55
56-65
Over 65
2. How long do you want to invest?
Select
0-3 years
3-5 years
5-7 years
7-10 years
Over 10 years
3. Approximately what percentage of your assets (excluding your house) will this investment represent?
Select
Less than 10%
Between 10% and 25%
Between 26% and 50%
Between 51% and 75%
More than 75%
4. Do you have an emergency fund?
Select
No
Yes, but less than six months worth
Yes, I have 6 months or longer
5. Would you say you have...?
Select
No interest or knowledge of any investments.
Very little knowledge of investments, but an interest.
A basic understanding of financial markets.
A sound understanding of financial markets.
6. Which one of the following statements best describes your attitude towards investment risk?
I would prefer a low risk investment and preserve my capital (0% - 15% shares).
I would prefer a mix of investments with a low exposure to shares (15% - 45% shares).
I would prefer a balanced portfolio with a medium exposure to shares (45% - 75% shares).
I would prefer an aggressive portfolio with a high exposure to shares (75% - 100% shares).
7. If my investment fell by 20% - 25% over the course of three months, I would react in the following way.
Shock, capital security is critical and I didn't intend for this level of risk.
Disappointed and cut my losses and transfer immediately to a more stable investment.
Concerned, but remain invested to see if it improves in the near future before taking any action.
Understanding as I have experienced first-hand the relationship between risk and return.
Buy more of the same as it must be a cheap time to buy.
8. Consider the risk scenarios below and select from the range of possible annual investment outcomes which would be most acceptable to you
*
Best case: 22%p.a.
Worst case: -10%p.a.
Best case: 16%p.a.
Worst case: -6%p.a.
Best case: 12%p.a.
Worst case: 0%p.a.
Best case: 8%p.a.
Worst case: 4%p.a.
Complete details below to receive your investment profile result .
Name:
Surname:
Email Address:
Where did you hear about us?
Select
Word of mouth
Radio
Newspaper - advert
Newspaper - article
Another internet website
Internet Search
Referral by financial advisor
Person who referred you:
Name
Email
Unit Trust Prices
AG Bond
1116.400
AG Bal
6104.270
AG Eq
21324.199
AG MM
100.000
AG Opt
1671.430
AG Gl Opt FoF
986.770
AG Stbl
2401.490
Atl Inc
104.340
Cad Ldd
220.010
Cor Bal D
128.560
Cor Bal+
6004.110
Cor Cap+
2924.310
Cor Em Mkt
120.530
Cor Opt Gr
3967.980
Cor Prp Eq
3653.960
Cor Stat Inc
1388.830
Cor Top20
8215.740
Fl ww
265.200
Fl ww FoF
291.410
Frd Bal
3364.770
Frd Eq
4703.990
Inv Cau
126.370
Inv Div Inc
110.710
Inv Eq
2728.410
Inv Man
583.380
INIA
152.500
Inv Val
977.070
Marr Core Inc
121.050
NIFA
1408.150
NIMA
411.450
Ned Pos Ret
122.840
NICA
8014.390
Pru Div Max
682.540
Pru Eq
698.950
Pru Infl+
242.600
RMBF
527.623
RMB Bal FF
150.298
RMB MM
100.000
SIM Gl Bst Id
781.3600
Stlb Ero curr
103.907
Stlb Prp
392.642
360 Flex
288.480
360 Targ
228.800
Pres BQuant
263.020
Pres EQuant
1425.940
Currency / Commodity Prices
USD
7.5469
EUR
9.9006
GBP
11.9356
GOLD
1719.9700
PLAT
1616.0000
BRSPOT
115.17
USD
7.5469
EUR
9.9006
GBP
11.9356
GOLD
1719.9700
PLAT
1616.0000
BRSPOT
115.17
about us
why investonline
the team
blog
press room
client survey
partners & affiliates
contact us
terms & conditions
disclaimer
sitemap
about investing
about unit trusts
how to invest
FAQs
investment advice forum
best advice
fund managers' comments
fees
minimum investments
administrator
banking details
savings calculator
unit trusts available
Allan Gray investment platform funds
boutique funds
recommended portfolios
investment strategies
performance figures
clients
client login
other
useful links
forms
application form
- complete online & print
application form
- print out & then complete
other forms
banking details
contact info
021 794 2469
info@investonline.co.za
more contact details
social
Follow us
graph data supplied by
secure applications by