Investor profile form
When investing, I set the following goals:
My expectations for investing:
My knowledge of investment and the capital market:
How would you react assuming that the value of your investment were down by 10% in the past month:
Select one of the options that best describe you:
I take decisions based on
The following investment suits me
We recommend Simfonia 1, BRD Euro Fond, and BRD Obligatiuni
You are a conservative/defensive investor. Such investors generally have low tolerance for risks and want their investment to provide them with a regular income and, especially, capital stability.
Minimum recommended period: up to 1 – 3 years.
We recommend Diverso Europa Regional
You are a balanced investor. Such people prefer 3 to 5-year-long investment with higher potential for risk and return, but like to balance these growth assets by keeping 30-50% in lower risk mutual funds in order to generate stable profit.
Minimum recommended period: 3 – 5 years.
High appetite for Risk
We recommend Actiuni Europa Regional and BRD Index Europa Regional
You are an investor with high appetite for risk. Such investors generally seek higher earnings from their investment over a longer time horizon (of over three years).
You are also willing to limit any overall risk by diversifying the investment and keeping up to approximately 20% of the assets in low risk stable return generating investment.
Minimum recommended period: at least 5 years.