Risk Profiler

HBL Asset Management’s Risk Assessment Questionnaire guides you to the best investment strategy that you can rely on and let your investment work hard to achieve your objective.

By answering few questions, we can help you choose the best mutual fund or investment plan depending on your risk appetite.

Risk Profiler

Please answer the following questions as candidly as you can. Your answers will help us determine the most suitable asset allocation model for you.

Name*

Email*

1) Please mention the age bracket you fall in:

Above 61 years 55 - 60 years 40 - 54 years 25 - 39 years Less than 25 years

2) I plan to keep my investment for:

Less than a year 1 – 3 years 3 – 5 years 5 – 10 years More than 10 years

3) I have enough savings to support my lifestyle for:

Up to 3 months Up to 6 months Up to 1 year 1 - 3 years Over 3 years

4) I would like my financial goals to be attained in:

Less than a year 1 – 3 years 3 – 5 years 5 – 10 years More than 10 years

5) I can relate myself to the following statement:

I cannot bear any capital loss I will redeem my entire investment amount if I incur 5% loss I will wait for my investment to appreciate if I incur 10% loss I have other sources of income to maintain my lifestyle I will invest on long term basis and will make additional investments when the price falls

6) For further investment I intend to take:

No risk Slight risk with reasonable return and principal protection Moderate risk with higher than average return Moderate to high risk for potential greater returns High risk for superior returns

7) If I incur substantial initial loss I would:

Redeem my investment Switch to safer and secure investment option Hold my investment and decide later Observe economic situation and market outlook Continue with my investment plan

8) I usually invest/keep my money in:

Current Accounts PLS/Savings/TDR’s Fixed Income Mutual Fund/National Savings Schemes/Prize Bond Stock/Share/Equity based mutual fund Real Estate

9) Preferred Product Type:

Conventional Islamic Any