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EFPG

RISK PROFILE: LOW

Your answers suggest that your tolerance to investment risk as being LOW.

This means you have a low tolerance to investment risk but are seeking overall returns in excess of what can be achieved through holding funds on cash deposit. In seeking this you accept some investment risk but only if this arises through investing in a portfolio of investments with significantly greater emphasis towards security and preservation of capital than towards maximising returns. Such a portfolio will have a significant bias towards less volatile classes of asset such as cash & fixed interest securities, but could include some limited exposure to equities in order to meet your investment objectives.

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

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