Your investor profile - the key to sound strategies.
Your personal investor profile is the essential starting point for any investment strategy, taking into account your resources, your investment horizon, your attitude to risk and your knowledge of financial markets.
Your investment horizon is approximately three years or fewer. You are primarily seeking to protect your capital by limiting your investment risks. The assets in your portfolio will mainly generate moderate regular returns. Your portfolio will be exposed to low levels of volatility
Your investment horizon is between three and five years. You require gradual capital growth achieved by striking the right balance between the valuation of your assets and the generation of returns. Your portfolio will be diversified and your assets will generate returns at both regular and irregular intervals. Your portfolio will be exposed to moderate volatility in both the medium and the long term.
Your investment horizon is between five and ten years. You require significant capital growth achieved through sustained increases in the valuation of your assets and the generation of high returns. Your portfolio will be highly diversified and your assets will predominantly generate returns at irregular intervals. Your portfolio will be exposed to the risk of volatility, particularly in the short and medium term.
Your investment horizon is over 10 years. You are seeking strong capital growth by focusing on capital gains. The assets in your portfolio are among those with the highest risk level and the revenue they generate is directly exposed to market fluctuations. Your portfolio will have constant exposure to high levels of volatility, especially in the short term.