Risk Profiler

Welcome to the Utmost Worldwide Risk Profiler.

This tool will help you to choose the appropriate risk profile for your retirement savings. Your attitude to investment risk is an important component of the decision making process.

Which of the following best describes your investment experience?

No investment experience
Limited investment experience
Actively invest in the market

How many years until you need your money?

0 - 5 Years
5 to 10 Years
10 - 15 Years
Over 15 Years

Indicate how important each of the following are to you?

Avoid any short term losses

Please select Important Not Important Neutral

Long-term growth in value of investment

Please select Important Not Important Neutral

Protection against inflation

Please select Important Not Important Neutral

I do not want my investment value rising and falling

Please select Important Not Important Neutral

Would you be prepared to accept the possibility of your fund value going down, in exchange for potentially higher long term gains?

Yes, 1 negative year every 2 years
Yes, 1 negative year every 5 years
Yes, 1 negative year every 10 years
No, never

If your investment dropped by 20% in any one year, how would you react?

I would not want this to happen
I would adopt a "wait see" approach
I would take the opportunity to buy more units at the lower price

Please note that Utmost Worldwide are unable to provide investment advice. The risk profiler provides general information taking into account indicators from standard questions and is to be taken as generic information only. If you wish to receive detailed and personal financial advice please discuss with an independent financial advisor.