Determine your investment profile
Universal Life provides you with the opportunity to determine your investment profile and identify the combination of investment funds that best suits your needs.
* Results provide a general picture of an investment strategy based on your responses. The final choice of Investment Funds is exclusivey your own decision and Universal Life bears no responsibility.
Your investment profile is assessed as:
Conservative
Conservative - Very low investment risk
Your investment profile aims for investment returns comparable to those of Euro denominated money market instruments. Your profile’s main investment goal is capital protection.
Defensive
Defensive - Low investment risk
Your investment profile aims for moderate long term capital appreciation by holding primarily income investments. Your profile’s main investment goal is capital protection while capital appreciation is considered a secondary goal.
Balanced
Balanced - Medium investment risk
Your investment profile aims for satisfactory long term capital appreciation by holding both growth and income investments. Your investment goal is a combination of capital appreciation and capital protection.
Dynamic
Dynamic - High investment risk
Your investment profile aims for high long term capital appreciation by holding primarily growth investments. Your profile’s main investment goal is long term capital appreciation, with tolerance for fluctuations in the value of your investment.
