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Step 2 Risk
Sanlam Investments Tool.
0860 007 477
Your appetite for risk.
These 4 questions help us understand how much risk you are willing
to take and therefore what fund best suits you.
1. How long are you investing for?
5 - 7 years.
2. What do you want from your
Mostly capital growth with a little bit of income.
3. What portion of your total assets
will your investment be?
25-50% of your assets. You have some emergency funds.
4. How do you feel about losing any
money in the short term (over a year, say)?
You are cautious about losing money but like the prospect of a higher return.
Now, lets see how much you need to invest
How much do you
need to invest?