Investor Risk Profile Questionnaire

Understand your financial capacity and comfort with investment risk before making an investment decision.

Before you begin: Answer each question based on your current financial circumstances and how you would actually respond to market fluctuations. This questionnaire considers both risk capacity and risk tolerance. The result is an indicative self-assessment and should not be treated as a guaranteed measure of future investment behaviour.
Question 1 of 15
Risk Capacity

Moderate Investor

Your indicative investor risk profile

0 / 75
Risk capacity
Moderate
Risk tolerance
Moderate
Overall profile
Moderate
Indicative risk spectrum
Conservative Moderately Conservative Moderate Moderately Aggressive Aggressive
What your result means
Capacity vs tolerance
Important: This questionnaire is an educational and preliminary risk-profile tool. It does not recommend a specific mutual fund, SIF, security, asset allocation or product. Scheme-level risk should be assessed separately using the relevant scheme information and Risk-o-meter. Market-linked investments can lose value and returns are not guaranteed.

Want to Discuss Your Investment Goals?

Speak with Equama about your goals, investment horizon and requirements.

📞 Speak With Us — Click to Call
Risk profiling should consider financial circumstances, investment horizon, investment experience, ability to absorb losses and behavioural comfort with volatility. The result shown here is an indicative screening outcome and should be reviewed against the investor’s objectives and circumstances before an investment decision.