If you would like a copy of these results, please enter your e-mail address below and click "Send".

Please enter a valid e-mail address!
Sending E-mail...
E-mail was successfully sent!
There was a problem sending the E-mail. Please try again.

Risk Questionnaire

To determine your attitude to investment risk please answer the following questions. We shall use your answer to calculate a numerical value which can be used to represent your attitude to risk.

A) How do you think your best friend would describe you?

B) How would you describe your understanding of investments and pensions?

C) Which of these statements most accurately represents your view?

D) "I believe that the best long-term returns come from more aggressive strategies and am willing to tolerate pronounced and sometimes prolonged falls in value along the way"

E) Have you ever made an investment of a size which mattered to you and which showed a significant loss in value, even on a temporary basis? If so, did it:

F) A stock-market crash wipes 20% off your investment in a month. Would you be most likely to?

G) Have you ever? (tick all the options which apply)

H) You start a new job in which there is a pension scheme which you must join; the booklet outlines a range of fund choices. Would you be?

(*) the Default option is the one made available by the Trustees for members who prefer not to select for themselves.

I) You have just finished saving for a once-in-a lifetime holiday. Six weeks before you are due to go you lose your job. Would you?

J) You have a good friend who has developed a new software application which she is trying to commercialise. She estimates that there is a 15% chance of succeeding in which case investors will be paid out at least 20 times what they put in. If unsuccessful, investments will be worthless. Would you be willing to invest?

K) You are a contestant on a TV quiz show and have just answered the €50,000 question. The next question can win you €100,000 but you are unsure of the answer - you are certain that it is not A or B but don't know as between C and D. What would you do?

L) You are due to go on an early morning international flight and the recommended check-in time is 90 minutes before flying. Which of these scenarios best describes you?

M) You are renewing your household insurance, and face a choice of lower premium/higher excess(*) as shown. Which do you choose?

N) The chart below shows the minimum and maximum returns that may be achieved by four different portfolios over a one-year period. Which one would you choose?

Portfolio Examples

Copyright © 2021 Ailesbury Capital Ltd. All Rights Reserved.

Ailesbury Capital Ltd., trading as Ailesbury Capital is regulated by the Central Bank of Ireland.

Registered in Ireland No 490332. Registered Address: Sixth Floor, 2 Grand Canal Square, Dublin 2, Ireland.

Site design and development by Weblime.

WARNING: The value of investments and the income derived from them may fluctuate and investors may not receive back the amount originally invested. Past performance is not a guide to future performance.