CIMB Wealth Advisors | What is Unit Trust?

Level of Security
Before making your investment decisions, you should first decide the level of security you are comfortable with.

Are you willing to forgo security for the prospect of potentially higher returns in the long term, or do you prefer to play it safe? Or perhaps you want a little bit of both.

Discover yourself with this simple quiz.

My age is

I am a knowledgeable
investor

I am willing to accept lower
security for higher returns
in the long term.

I am prepared to
invest for ...

If I could achieve higher
returns by accepting
lower security, I would
be willing to...

I would borrow money or
go on margin trading
to make an investment
that might double my money.

You are on a
TV Game show,
which would you choose?

A month after you
purchased a stock,
the value suddenly
skyrockets by 35%.
What would you do?

Which of the statements below best describes you?

"I don't need the money to live on,
but I do want an increasing asset "

"I need all the returns from my investment in my hand
paid out at regular intervals."

"I want to take some of the returns on my investment as regular income,
but I want to see an increase in capital value as well"

NOTE:
The accuracy of this calculator and its applicability to your circumstances is not guaranteed.
You are advised to obtain personal advice from qualified professionals.

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