Answer five simple questions to find out what type of investor you are. There are no right or wrong answers, just choose the answer that best describes how you feel. At the end of the questionnaire the investor profile that best matches your score will be displayed. This questionnaire is only a guide, so if you don't agree with the description you can read the other profiles to see if they sound more like you. The matching Investment Fund will be shown with each profile (you can choose to invest in more than one Investment Fund in the ASB KiwiSaver Scheme if you want to).
1.
How long before you reach retirement age?
1.
How long before you reach retirement age?
2.
For me KiwiSaver is mostly about keeping my money safe (making sure the value of any savings I have contributed does not reduce). I am more concerned about protecting my savings than achieving high returns. Do you?
2.
For me KiwiSaver is mostly about keeping my money safe (making sure the value of any savings I have contributed does not reduce). I am more concerned about protecting my savings than achieving high returns. Do you?
- Strongly agree, keeping my money safe is most important to me.
- Agree, I want to keep my money safe, but I am also interested in returns.
- Disagree, I'm mostly concerned in achieving returns.
- Strongly disagree, my goal is to get the best possible return and I accept my investment value may go up and down.
3.
Outside of the money I am saving in KiwiSaver, I have
3.
Outside of the money I am saving in KiwiSaver, I have
- No other savings.
- Some savings but I will not continue to add to these savings in addition to KiwiSaver.
- Some savings which I will continue to add to as well as saving into KiwiSaver.
- At least one year of salary already saved or invested outside of KiwiSaver which I may or may not continue to add to.
4.
Imagine your KiwiSaver savings have built up to $10,000 and over the next year they drop in value to $9,000. What would you do?
4.
Imagine your KiwiSaver savings have built up to $10,000 and over the next year they drop in value to $9,000. What would you do?
5.
Which of these statements most closely describes how much you know about investments?
5.
Which of these statements most closely describes how much you know about investments?
- I'm only familiar with bank term deposits and savings accounts.
- I know a little bit about investments other than bank term deposits and savings accounts and understand why diversification is important for investing.
- I understand different types of investments have different levels of risk and return which cause them to rise and fall in value at different times.
- I understand all types of investments well (including shares and property) and understand the various influences on their returns.
The information on this page is not personalised advice and should not be your only source of information and advice when you are making your investment decisions. It should be treated as a guide only. For personalised advice you should contact an authorised financial adviser or your ASB Wealth Manager, from whom copies of his or her disclosure statements are available on request free of charge.
Download investor profile questionnaire
Print out a copy of our investor profile questionnaire, the investor profiles and matching Investment Funds:
