Your Investor Profile

Investing

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Do you need help getting your investor profile?

Answer these 6 questions

designed by a team of financial experts.

Secure

  • You favour secure investments that provide you with regular and stable income.

  • Your portfolio is structured in such a way as to give you very moderate capital growth over the long term.

 

 

Conservative

  • You are looking for an investment strategy that will provide you with regular income.

  • You want moderate capital growth over the long term while minimizing the impact of market fluctuations on your portfolio.

  • You invest a small part of your portfolio in equities.

Moderate

  • Your investment strategy combines three main objectives: steady returns, current income and moderate capital growth.

  • To achieve this, you invest primarily in fixed-income securities while also taking advantage of the growth potential of equities.

Balanced

  • You are looking for long-term growth with a moderate amount of risk.

  • Your portfolio is evenly distributed among the various asset classes in order to take full advantage of market opportunities.

Growth

  • Your risk tolerance allows you to seek significant capital growth over the long term.

  • You seek high potential returns.

  • You are prepared to tolerate fluctuations in the value of your portfolio.

Equity

  • You are looking for strong capital growth.

  • By favouring equities in your investment strategy, you seek maximum growth over the long term

  • You are therefore willing to tolerate significant short-term fluctuations in the value of your portfolio.

Cash

  • You are looking for investments that you can easily convert into cash without any risks.