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African-Textiles

Investor risk profile questionnaire

The purpose of this Questionnaire is to help you consider the various investment risks and to understand how they impact on your personal circumstances. The following questions define your attitude to security and the level of risk you are prepared to accept for your investments. Tick the box next to the statement which reflects your attitude best.

Which of the following best described your current needs?

You are looking to accumulate wealth over the long-term. Income is not important, growth is.

You are prefer stable capital appreciation to grow capital over a considerable period of time

You would like to balance regular income and stable capital growth over time

You are close to retirement and you want to ensure you are on track for your retirement needs.

You want to preserve capital even if the returns are low.

When do you expect to need to access all or part of your investment?

Over 10 years (long term)

6-10 years (mid to long term)

2-5 years (short to mid-term)

Less than 2 years (short term)

Less than 1 year (immediate access)

What is your knowledge of financial markets and investments?

Advanced. Familiar with most products including alternative asset classes (private equity, futures, options) including the performance and return aspects.

High. I understand research information and factors affecting security price movements.

Medium I understand diversification and practice it.

Low. I have only some basic knowledge. I understand the difference between stock and bonds

None. I have no knowledge of financial markets or investments.

How risky would you like your investments to be?

You would be willing to take substantial risks for substantial rewards.

Short-term losses up to 30% are acceptable as long as the probability of a gain over the long-term is reasonable.

A medium loss of up to 15% is acceptable.

d. A small loss of up to 5% is acceptable

You do not want to risk losing any of your capital, even if it means a low return.

How would you feel if a short-time after placing your investment it decreases by 20%?How risky would you like your investments to be?

You would consider investing more to take advantage of the drop in price.

This was a calculated risk so you would wait, expecting the value to go up.

You would be concerned and keep an eye on the investment.

You would think about getting out of the investment and approach adviser for advice.

You would get out before it kept falling.

How many years have you been investing in investment products?

Over 10 years.

6-10 years

3-6 years

Less than 3 years

No experience at all

Which investments do you own or have owned in the past?

Private equity, futures, options (including securities below).

Offshore investments. (including securities below)

Stocks and or stock funds, real estate and real estate funds. (including securities below)

Bonds and bond funds (including securities below).

Money market funds or cash only.

If you held an investment portfolio for the next ten years how would you expect the average yearly return would compare to money invested in Fixed Deposit in a bank?

More than three times the fixed deposit rate.

About three times the fixed deposit rate.

About twice the fixed deposit rate.

A little more than the fixed deposit rate.

About the same as the fixed deposit rate.

If you had to choose between a secure job with a reasonable salary and a highly paid job with less security, which would you pick?

Definitely the highly paid job.

Probably the highly paid job and less security.

Would have to consider other aspects.

Probably the secure job with reasonable salary.

Definitely the secure job.

. If you receive a financial windfall, e.g. an inheritance, what would you do with the money?

If given the right opportunity, quit your job and start your own business.

Invest in a diversified share portfolio.

Put some in the bank and then get advice on where to invest the rest.

Initially put it on deposit and think about it.

Set up an adequate emergency fund.

Apart from your home, have you ever borrowed money to make an investment?

Yes

No

By clicking "Next", you are agreeing to the terms and conditions. The information provided is used as a general guide to help you assess your current risk profile and is not intended to be construed as a representation by us as an offer to sell or a solicitation of an offer to buy any products or services.

Orient Asset Managers Ltd

4th Floor, Capitol Hill Towers, Cathedral Road, Nairobi
P.O. Box 34530 - 00100, Nairobi, Kenya

Email: jambo@orientasset.co.ke
Phone: +254 20 259 5449
Mobile: +254 726 559 822

To make an M-Pesa deposit follow this steps

1. Go to M-Pesa Account

2. Select Lipa na M-Pesa

3. Paybill: 214257

4. Account No: Your Full Name

5. Enter The Amount

6. Enter Your Pin

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