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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

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

4. Do you have an emergency fund?

5. Would you say you have...?

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

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

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?
Step 1
Our Unit Trust Fund ManagersOur Unit Trust Fund Managers
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

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