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360Portfolios Investment Profile Tool

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How many years before you will start withdrawing money from your investment account?
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0-3 years
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3-5 years
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5-10 years
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10-15 years
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More than 15 years
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Investors must accept a trade-off between investment return and risk exposure.  Which ‘trade-off’ is appropriate for you?
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A 5-8% return with 6-10% risk exposure.
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An 8-10% return with 10-15% risk exposure.
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A 10-12% return with 15-24% risk exposure.
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A 12-15% return with 24-30% risk exposure.
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A greater than 15% return with 30-50% risk exposure.
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What factor is most important in deciding how you will invest?
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Investing to increase my current income to spend.
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Investing to maintain what I have and protect my purchasing power.
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Investing in the best opportunties while managing risk of drawdowns.
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Investing for above average returns with some hedging of risk.
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Investing as aggressively as I can for high returns where ever I can get them.
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What worries you most about investing?
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Running out of money in retirement.
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Losing money at my age though I have to invest.
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Bad financial markets to make money.
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Being too aggressive in my investment goals.
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Which account strategy would you prefer to pursue?
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A relatively stress-free portfolio focused on providing the desired income I need over my retirement years without out ever needing to sell shares to generate that income.
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A portfolio focused on accumulating capital to meet all my needs and wants over my retirement years that is managed to combat market risk.
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A portfolio that meets my current investment objective is:
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One targeting current income to meet my needs.
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One focused on generating income but also some growth.
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One focused primarily on long term growth.
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One focused on delivering tax advantaged returns.
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Based on your answers, you have a conservative risk profile & a primary objective for current income with low market risk. 

The 360Portfolio mix to customize for your financial needs is:

85% IncomeMax

15% Growth & Income

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70% Conservative Income 30% Growth & Income

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Based on your answers, you have a modest risk appetite, a need for income and want modest growth.

The 360Portfolio mix that may best fit you needs is:

25% IncomeMax

65% Growth & Income

10% Growth
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75% Growth & Income 25% Growth

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Based on your answers, your investment objectives are growth of capital over the longer term with less market risk.

The 360Portfolios mix to customize to your financial goals is:

35% Growth & Income

50% Growth

15% GroPlus
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65% Growth & Income 35% Growth

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Based on your answers and with a longer term investment horizon, your investment objectives are to earn above average returns while managing risk of capital loss.

The 360Portfolios mix that may best fit your needs is:

50% Growth & Income

30% Growth

20% AggroMax
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60% Growth 25% Hedged Growth 15% Max Growth

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