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EFPG

RISK PROFILE: BALANCED TO HIGH

Your answers suggest that your tolerance to investment risk as being BALANCED TO HIGH.

This means you have a willingness to accept higher investment risk because you place a greater emphasis on maximising returns than you do on the preservation of your underlying capital. This enables you to include a wide range of assets which could include higher levels of exposure to funds invested in overseas stock markets and smaller companies. You seek an investment strategy heavily weighted towards equities because of the higher potential for out-performance compared to cash deposits over the longer term.

A typical investment portfolio for someone invested with a higher tolerance to investment risk might be 20% invested in cash deposits or fixed interest investments, and 80% invested in shares or similar investments.

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