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Your Risk Test

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This is about determining your Risk Tolerance to Investment Classes:

 

What is your experience with investment markets?

What return do you expect to achieve from your investments?

When do you anticipate you will need to drawdown from your capital (excluding short term needs), how many year’s time?

Investments can be unpredictable and returns can go up and down which may result in short term losses. How would you react if your investment portfolio decreased by 20%, after six months of investing

What amount of risk are you comfortable with?

How long would you be prepared to see your investment performing poorly before you cashed it in, if it was a long term investment?

Which one of the following best describes your investment philosophy?

Are you concerned about inflation eroding your investment, and how do you feel about accepting the risk of short term losses from investing in growth assets to try counter inflation?

General Advice Warning:
The information contained in this website is for general information purposes only. The information is provided by BDM Financial Services and while we endeavor to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

Before investing in any product BDM Financial Services recommends that you first obtain a copy of the relevant Product Disclosure Document before making any decision regarding the purchase of or investment in that product or service in order to ensure that it is suitable for your own personal financial needs and circumstances.

 

 

Michael Lobodarz, Authorised Representative (no. 256607), Director of BDM Financial Services Pty Ltd ABN 53 115 925 141, Corporate Authorised

Representative (no. 319619) of, The Financial Link Group Pty Ltd., ABN 12 055 622 967 Australian Financial Services Licensee (no. 240938)

 

 

 

** Analytics are based on long term assumptions. Income, growth and total return outcomes may vary in short term, while losses may occur more regularly or in greater magnitude than the modelling appears.

Source: Morningstar – Australian Strategic Asset Allocation Methodology dated March 2016

Please Note: Each investment Risk Profile is supported by flexible asset allocation guidelines designed to match a client’s experience and their tolerance of investment risk with their expectations for investment returns. Minor variations will occur from time to time and, if appropriately managed, will generally have an immaterial effect on the long-term performance of an investment portfolio. Significant variations from these benchmarks may also occur for a variety of reasons but any significant variations will be addressed by the adviser is the Statement of Advice or other documentation.

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