Please answer a few "Risk Tolerance" questions, so that we can match you with the best investment strategy.

I am Years Old
My Annual Income is $ Per Year

The questionnaire will help you to understand your attitude to investment risk, but it is important to understand that there are limitations.

  • Education, not advice: this tool is a guide for illustrative purposes only
  • Limits: this tool doesn’t look at other factors, such as your stage of life, your financial goals or the size of a possible financial loss
  • Length of Investing: risk is just one of the things you need to consider when you’re making investment decisions. For example, the amount of time you wish to remain invested and whether you might want to access your investments before the end of this period are also important
  • Talk to an expert: discuss the results with our team before taking action

The risk questionnaire is provided to enable an approximation to your risk tolerance. Please see the limits above, particularly with regards to your stage of life. You may increase or decrease your risk tolerance level as you see fit, otherwise the Money Pouch roboadviser will auto-select a risk category for you based on your answers to the questionnaire.

Your risk score will be calculated automatically. It may be useful to come back and revisit your risk score at the end of each year or as your financial circumstances or life circumstances change, e.g. long standing illness, divorce, loss of job, promotion, inheritance windfall, etc.

The Money Pouch will automatically select a strategy based on your answers to the risk questionnaire. You do not necessarily need to select the same risk level as indicated by the risk questionnaire if, for example, other factors such as your capacity for loss indicate that another category is more appropriate for you, please contact our team. Additionally, the questionnaire is designed to assess your overall investment risk tolerance. You may decide to take more or less investment risk for a particular investment.

Understanding your attitude to investment risk is an important factor in making a decision about investments.

The questionnaire has been designed to measure investment risk tolerance, which is your emotional response to changes in the value of your investments.

Your attitude to investment risk is just one factor you should take into account, so it is essential to have a discussion with our team to consider, amongst other things, your actual ability to withstand changes in the value of your investments (capacity for loss), your financial goals and risks other than investment risk.

The risk questionnaire is not suitable if you are unwilling to take any investment risk. You should contact your local bank and consider a cash only investment if you think that you fall into this category.

By using this website, you accept our Terms of Use and Privacy Policy. As with all investments your capital is at risk and the value of your investments as well as the income derived from them can rise as well as fall. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. Historical results do not include the transaction and management fees. All securities involve risk and may result in loss. This site is provided for information purposes only and is not intended as a recommendation or an offer or solicitation for the purchase or sale of any financial instruments. We do not provide financial advice to investors. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. The Money Pouch assumes no responsibility for the tax consequences or returns for any investor of any transaction.