Investonline.co.za is a FSB approved & authorised Financial Services Provider under Licence FSP 40592
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low minimum investment: lumpsum R20 000
low minimum investment: debit order R1 000

Risk profiler - This tool assists you to choose the most suitable unit trusts

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Your investment time frame

1. How old are you?

2. How long do you want to invest?

3. Do you expect to withdraw more than 30% of this investment within the first 5 years?

4. Approximately what percentage of your assets (excluding your house) will this investment represent?

5. How many dependents do you have?

(Please include your spouse, children, elderly parents that you may support etc.)

6. Do you have an emergency fund?

7. Would you say you have...?

8. Which one of the following statements best describes your attitude towards investment risk?

9. If my investment fell by 20% - 25% over the course of three months, I would react in the following way.

10. 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.

11. What portion of this investment will be used for retirement?

Congratulations on completing the Risk Profiler.

Please fill in the details below in order to retrieve your investment profile.
Name: Surname: Email Address: Telephone (Optional)
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