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 The
Money Management Newsletter: Managing
Money
How to determine your investment objectives
and risk comfort level
Money Management Newsletter - February 1995
Objectives
The following questions
will help you determine whether your current main investment objective
is capital growth, income or balanced.
Please select from the drop boxes which choice most reflects your view.
Risk Comfort
The following question
will help you determine whether your personal investment risk comfort
level is Aggressive, Moderate or Conservative.
Please mark the ranking that best describes how you feel.
| Meaning of risk comfort levels |
|
AGGRESSIVE
|
You are prepared to assume somewhat higher risks than many investors, for the possibility of greater returns. |
|
MODERATE
|
You are a moderate risk-taker, compared to investors willing to take no risk, or those prepared to take greater risk. |
|
CONSERVATIVE
|
Safety of capital and stability are your main concerns. Your main interest will lie in risk-averse investments. |
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 © , Fiscal Agents Money Management Newsletter
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