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



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

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

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

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

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 will continue to invest if I consistently get returns, even with 20% annual loss
I will invest on long term basis and will make additional investments when the price falls

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

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

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

  • Conventional

    Mutual Fund Volunteer Pension Scheme
  • Islamic

    Mutual Fund Volunteer Pension Scheme