Henderson Stone & Co.

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Attitude to risk

Attitude to Risk

We can tell from your answers given on this form how adventurous or cautious you are with your money - in other words, we describe the kind of investor we think you are and check to make sure you agree.

When you receive your results we will include information explaining what typically a person of your attitude to risk should be considering as an appropriate mix of investments - in investment terms, a "portfolio".

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A. When it comes to investing,how would you describe yourself?
No understanding/ knowledge
Very little understanding/ knowledge
About as much understanding as the next person
A fair degree of understanding/ knowledge
A high level of understanding/ knowledge

B. If your investments dropped by 20% how would you react ?
Sell all the remaining Investments
Sell a proportion of the remaining Investments
Hold the Investments and sell nothing
Buy more of the same Investments

C. What are your main Invenstment goals ?
Immediate Income
Specific goals in 5 to 7 years
Specific goals in 8 to 10 years
Long term growth (over 10 years)

D. How would you compare yourself to others in your willingness to take financial risks?
Much less willing to take financial risks than average
Slightly less willing to take financial risks than average
No more or less risky than the next person
Slightly more willing to take financial risks than average
Much more willing to take financial risks than average

E. When you make a significant financial decision, how would you normally feel afterwards ?
Very concerned
Slightly concerned
A little uneasy
Confident
Very Confident

Volatility describes the extent of a sharp rise or fall in the value of an investment. Investments with high volatility offer the prospect of larger term gains, but also the possibility for larger rises and falls in value offer the short term. Conversely, investments with lower volatility offer the prospect of more modest longer term gains but with less severe rises and falls in value of the short term.

F. On a scale of 1 to 6, what level of volatility are you prepared to accept?
1= No volatility,you are not prepared to risk any fall in value
2= Low volatility,you are aiming for more modest gains
3= Below average,you are aiming for steady long term gains
4= Average,you are aiming for good long term gains
5= Above average,you are aiming for greater long term gains
6= High volatility,you are aiming for the highest long term gains

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