- Fiscal Agents Money Management Newsletter

Glossary of
Financial Terms

The Money Management Newsletter: Managing Money
How to determine your investment objectives and risk comfort level

Money Management Newsletter - February 1995

Objectives

The following questions will help you determine whether your current main investment objective is capital growth, income or balanced.

Please select from the drop boxes which choice most reflects your view.

Risk Comfort

The following question will help you determine whether your personal investment risk comfort level is Aggressive, Moderate or Conservative.

Please mark the ranking that best describes how you feel.

Meaning of risk comfort levels
AGGRESSIVE	You are prepared to assume somewhat higher risks than many investors, for the possibility of greater returns.
MODERATE	You are a moderate risk-taker, compared to investors willing to take no risk, or those prepared to take greater risk.
CONSERVATIVE	Safety of capital and stability are your main concerns. Your main interest will lie in risk-averse investments.

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