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Educational tool

Risk profile questionnaire

Six questions to help you think about time horizon, comfort with market movement, and how much risk your situation can actually absorb.

Question 1 of 6

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When are you likely to need this money?

The single biggest factor in how money can sensibly be invested.

What this is, and is not

This is an educational self-assessment. It is not a suitability assessment, not a recommendation, and not personalised investment advice.

This assessment is illustrative and educational. It is not a personalised investment recommendation and does not constitute investment advice.

Three different questions

Risk profiling usually confuses three things worth separating:

  • Capacity — how much loss you could financially absorb.
  • Tolerance — how much you could emotionally live with.
  • Requirement — how much risk your goal actually needs you to take.

Where these disagree, the honest answer is usually the lowest of the three — and a second look at the goal.

Nothing is stored

Your answers stay in your browser for as long as this page is open. They are not sent anywhere, not saved, and are gone as soon as you reload.

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