We use cookies to give you the best experience of our site. You can read our cookies policy to find out more.

Your attitude to investment risk

Please see the important information below about this tool

These questions will help you understand your attitude to financial risk in order to make the right investment choice. Alternatively, you can click here to see the risk profile descriptions to help you explore your attitude to investment risk. You can continue selecting your investments by closing this window after completing the questionnaire.

1. To achieve financial success, I would take financial risks
2. I would take more financial risk if there was a chance I could make a lot of money
3. I am the kind of person who takes financial risks
4. I prefer certainty about the future value of my investments, even if it means making less money
5. Rises and falls in the value of my investments would not worry me
6. If the value of my investment fell, even for a short time, it would concern me
7. I would generally avoid investments whose values rise and fall over time
8. I would frequently choose investments offering a steady return rather than those which could rise a lot in value
9. Missing an investment opportunity concerns me more than making a loss
10. I care more about avoiding losses than making money
11. Taking financial risks causes me a lot of stress
12. I would regret deciding not to take a risky investment opportunity if it then performed well
13. When considering investing, I would describe myself as:
14. The term I most closely associate with financial risk is:
15. The statement about risk-taking that best describes me is:
Please answer all the questions so we can work out your risk profile

This tool is provided by Dynamic Planner and is for educational purposes only. Find out more about Dynamic Planner’s risk profiling methodology by clicking “About” below. VitalityInvest provides access to this tool. This tool is for guidance only and should not be taken as advice or a personal recommendation by VitalityInvest. VitalityInvest does not accept any liability for the use of this tool. Please see the Terms & Conditions of the tool for more information. Please seek financial advice if you are unsure about whether an investment is suitable for your circumstances. You should regularly assess the suitability of your investments to make sure they continue to meet your attitude to risk and invest goals.