Your Investor Profile is…

You may be a

Conservative Investor

  • You require some degree of capital protection and seek to minimise fluctuations in the value of your investment
  • You value investment stability ahead of higher potential returns over the longer term
  • You may need to draw a regular income from your investment

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What's next?

Investment Options

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Sustainable Investing

As active managers, we have always undertaken detailed analysis to find the best companies, including their environmental, social and governance (ESG) performance.

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Disclaimer and Assumptions

The Risk profile calculator is designed to provide you with a general understanding of the different types of investor profiles and the type of investor you might be.

It  doesn’t constitute a recommendation or statement of opinion about superannuation, retirement or any financial product and shouldn’t be relied upon to make decisions about your finances or what’s right for you. Investment Risk Profiler cannot replace expert, licensed financial advice.

For a full understanding of your investment style, we recommend that you speak with a qualified financial adviser to identify your investment needs, risk profile and life goals.

How does the scoring work

The score from 1-5 points is based on:

  • Investment time horizon
  • Risk tolerance
  • This field is for validation purposes and should be left unchanged.

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