Chestionaire

Cu totii suntem curiosi care este profilul nostru de investitor. Pe baza raspunsurilor tale la 6 intrebari simple asistentul nostru va determina care este profilul tau si-ti va recomanda cel mai potrivit produs din portofoliul BRD Asset Management.

Ce mai astepti?

When investing, I set the following goals:

Invested amount shall not decrease below the original value of investment; Investment value shall increase at least by inflation rate; Accept a temporary decrease of the original investment, but not longer than one year, expecting better medium and long term returns; Take higher risks in order to obtain higher profits;

My expectations for investing:

Saving for a holiday in the upcoming year; Financing a purchase over the next 1 to 3 years (a car); Financing a purchase over the next 3 to 5 years (a new house, the children’s education); Long-term saving (over 5 years);

My knowledge of investment and the capital market:

I have no knowledge of financial markets; I have basic knowledge e.g. interest, exchange rate, return etc.; I am interested in, and occasionally look into, the evolution of financial markets; I constantly monitor the evolution of financial markets;

How would you react assuming that the value of your investment were down by 10% in the past month:

I do not invest in securities with high risk degree; I would sell everything to stop any future loss; I would wait for a while and I would monitor the evolution; I would purchase more fund units to take advantage of the price decrease;

I take decisions based on

Instinct Personal experience

The following investment suits me

A short-term one (up to 1 year) A medium or long-term one (over 1 year)

I am

Conservative Innovative

Question

Select an answer to go to the next question

Conservative Investor

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

BRD Simfonia

BRD Euro Fond

BRD Obligațiuni

Moderate

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.

We recommend

BRD Diverso Clasa A

High appetite for Risk

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.

We recommend

BRD Actiuni Clasa A

BRD Global Clasa A

Chestionar profil investitor

Chestionaire

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:

I take decisions based on

The following investment suits me

I am

Conservative Investor

Moderate

High appetite for Risk