Finding the right investment may be a challenge when you are not very familiar with investment products that suit your lifestyle. Are you a first-time investor? Can’t decide where to invest? Where do you want to grow your extra funds? While thinking about your answers to these questions, identifying your risk profile is the first step in deciding the right UITF for you!
First, ask yourself, what would be the primary goal of the investment? Is it to protect your capital? Or to generate income? Next, you must determine how long you plan to keep the funds invested. Is it six months, one year, five years or longer? Lastly, are you a type of investor who is a risk taker or an investor who doesn’t want to take risks at all? Can you soundly sleep at night knowing that the value of your investment can be higher or lower than its original value?
While these are just some questions to consider in understanding your risk profile, below are the three risk profiles that you may be classified into.
By answering our Client Suitability Assessment form, we will identify what kind of investor you are and help you find the perfect UITF suitable for you!
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