CIMB-Principal Asset Management CIMB-Principal Islamic Asset Management
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Funds' Details


CIMB-Principal Asset Management
Risk Profiler
Often the hardest part about investing in unit trusts is choosing the fund that is ‘best suited’ to your needs.

The CIMB-Principal Asset Management Risk Profiler makes the selection decision of a unit trust fund easier for you by determining your personal risk profile: from an aggressive investor wanting to maximise long term returns to a conservative investor wanting security of capital. It will then show you which CIMB-Principal Asset Management fund is most suitable for your investment needs.

To record your response, please check the relevant box.

1. How familiar are you with investing ?


2. What percentage of your current total net worth do you expect this investment to represent?



3. How long do you plan to hold this investment?



4. What chance is there that you may need to withdraw most or all of this investment earlier than anticipated?


5. How would you describe your investment style?


6. In a period of one year, how much of a drop in value of this investment could you tolerate before feeling uncomfortable?



7. Assume you purchased an investment and after 3 months the value dropped by 20%. If, in your opinion, it still looked like a good investment at this time would you:


8. Over the next 3 - 5 years, are you confident that your income will meet your ongoing expenses?


9. Which age group do you belong to?





 

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