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Investor Profile
  
 

Selection of a suitable mutual fund is the most important decision every individual investor should make before making an investment.

 

We can help you make the right decision in choosing the most suitable combination of mutual funds based on your financial profile. You can also obtain some helpful information from a following questioner.

 

In case of any additional questions do not hesitate to contact us and we will be most glad to help you.

 


Age
less than 45 years
46-55 years
56-65 years
več kot 65 let
 
Investment period
less than 3 years
3-5 years
6-10 years
more than 10 years
 
When do you plan to spend invested assets?
in less than 2 years
in 2-5 years
in 6-10 years
in more than 10 years
 
What is the share of planned investment as to your total wealth (including real etates)?
more than 50%
30-50%
10-30%
less than 10%
 
Expectations about your future revenues
lower than present revenues
approximately the same as present revenues
higher than present revenues
essentially higher than present revenues
 
What are your investment experiaces?
no experience
little experience (do not follow financial markets rarely trading securities)
some experience (occasionally following financial markets occasionally trading securities)
great experience(regularly following financial markets frequently trading securities)
 
Will you be able to cover your existing short-term financial obligations from other sources, if the value of your investment temporary decrease?
No. I do not have any other financial assets to cover short-term obligations.
Yes. I have other financial assets to cover short-term obligations not immediately accessible.
Yes. I have other financial assets to cover short-term obligations partially planned usage.
Yes. I have other financial assets to cover short-term obligations.
 
Imagine following situation: equity indexes has plummeted for 25% in last three months. Furthermore, the value of the stock you had bought has also decreased for 25% in the same period. What do you do?
Sell investment in the stock entirely
Sell investment in the stock partially
Leave investment as it is
Increase investment in the stock
 
You have 1000 EUR at your disposal. You can invest it in one of the offered stocks. Stock value can either increase or decrease in defined period (equal possibility of both scenarios). Which option do you choose?
Buy stock A which value will be either 1200 EUR ot 900 EUR in one year
Buy stock B which value will be either 1600 EUR or 700 EUR in one year
Buy stock C which value will be either 2500 EUR or pa 0 EUR in one year
Deposit money in bank and get 1030 EUR in one year
 
When investing, I am interesting in
mainly how much can I earn
more how much can I earn than how much can I lose
more how much can I lose than how much can I earn
mainly how much can I lose
 
What is you expected return on invested assets?
from 3% to 5%
from 6% to 10%
from 11% to 15%
more than 15%
 
Determining your risk preferences
every short-term volatility makes me uncomfortable
short-term volatility makes me concern
short-term volatility attracts my attention
short-term volatility does not concern me
 
 
  
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