Investment Risk Profile

The general rule of investment thumb for risk profiling is the following:

Take your current age, and using that as a percentage.  That is the amount which should be invested in less riskier instruments such as bonds or money market cash. Generally speaking 15% should be invested in a liquid cash-providing instrument – money market or bank account. The balance should be used in equities. So for a 35-year old person, their allocation should look like this:

Download a Risk Profile Document which will show you what type of investor category you fall into and give us a call on 021 674 5030 to set up an appointment.