Investment Questionnaire

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Investment Questionnaire

Your first step towards securing financial security in retirement is to set goals. It is important to know where you are going and what action you need to take now to get there.

Your next step is to identify the time you have to achieve them and your comfort level with various investment options. This questionnaire will help determine which investment strategy is best suited to your financial needs.

Answer each questions by selecting the appropriate option. The score for each question is tabulated and shows the fund that corresponds to the investment profile that is suitable based on your answers.

Instructions

Answer each question, then click the Update Results button. The total score for the questionnaire corresponds to the suitable Argus Select Fund for your personal situation, investment experience and risk tolerance.

Personal Information

Question 1

Current Age

Up to 30 (10)

31–40 (6)

41–54 (4)

55+ over (2)

Question 2

Do you have other sources of retirement income? (e.g. Government pension, rental income, dividends, savings)

Not a lot (1)

Some (2)

Substantial (3)

Very substantial (4)

Instructions

Personal Information

Question 3

How many years remain to retirement?

Less than 5 years (0)

5 to 15 years (10)

16 to 25 years (20)

26 years or more (30)

Investment Experience and Risk Tolerance

Question 4

Which statement most closely reflects your current financial situation?

I am completely debt free. (10)

I am mortgage free but have a few other debt obligations. (6)

I have a reasonable mortgage but no other debts. (4)

I have a mortgage and a few other debt obligations. (2)

I have a lot of financial obligations. (0)

Instructions

Investment Experience

Question 5

Which statement best describes your current investment knowledge and/or experience.

I have very little investment knowledge. (0)

I know that there are risks associated with investing, but do not have much experience. (1)

I have invested some money into stocks, bonds or mutual funds. (2)

I invest my long-term savings primarily in mutual funds. (3)

I am an avid market-watcher and regularly monitor investment performance. (4)

Question 6

Indicate which statement reflects your overall investment objective.

I want stable returns. I am risk averse and not prepared to expose my investments to any volatility in order to earn higher long-term returns. (0)

I want to achieve a higher long-term return and am prepared to experience moderate levels of volatility. (15)

I want to maximize my long-term returns and am not concerned about short-term market movements. (20)

Instructions