Discover Your Investor Profiles
Your Investor Profile is Unique to you
With Anneau’s proprietary Risk Profiling methodology, your investment strategy is designed by considering your personal financial objectives, your current financial situation and your risk tolerance. Different profiles are designed for different types of Investors. This is a pre-requisite for your financial success and for the growth & preservation of your invested capital over time.
Secured
As a secured Investor, you seek minimal interest based income and are not at all concerned with capital growth. You do not want to take any risk whatsoever and prefer safeguarding your capital by growing it at the current deposit rates, which may or may not keep pace with inflation.
Conservative
As a conservative Investor, you seek attractive interest and dividend based income and are not concerned with significant capital growth. You aim to achieve investment returns slightly more attractive than current deposit rates with minimal risks.
Moderately Conservative
As a moderately conservative Investor, you seek stability, interest and dividend based income and are less concerned with significant capital growth. You aim to achieve investment returns modestly more attractive than current deposit rates while assuming moderate investment risks.
Balanced
You are a balanced long term investor aiming for both normal capital and income growth. You are aware of the fluctuations and the risks (which are still less volatile than that of the stock market) that this profile entails and are willing to accept this for potentially more attractive returns.
Moderately Aggressive
You are a moderately aggressive long term investor aiming for above average long term capital growth. You are aware of relatively higher fluctuations and the risks (which are still less volatile than that of the market) that this profile entails and are willing to accept this for potentially more attractive returns.
Aggressive
You are an aggressive long term investor aiming for high capital growth. You are aware of the relatively higher fluctuations and the risks (which are still less volatile than that of the stock market) that this profile entails and are willing to accept this for potentially more attractive returns.
Extra Aggressive
You are an extra aggressive long term investor aiming for exceptional capital growth. You are aware of the relatively higher fluctuations and the risks (which are more volatile than that of the stock market) that this profile entails and are willing to accept this for potentially exceptional returns.
Choose Your INVESTMENT PLAN
Pick a plan that best fits your risk appetite, risk tolerance and your investment objectives.
The following investment strategies are for illustrative purposes only. Your final investment strategy shall be selected and defined one you have filled in your Risk Profile Form (“RPF”) and Investment Policy Statement (“IPS”).
Personal Trainer
Secured
INVESTMENT ACCOUNT
CAPITAL GUARANTEED
You are a secured short term investor only aiming at capital preservation. You do not want to take any risks whatsoever and are looking for above deposit interest rates. You aim to achieve capital preservation coupled with attractive interest rates with no volatility.
No Risk Taking at all
Focus on Capital Preservation
No Concern for Capital Growth
Aim for Attractive Interest Rates
Short Duration Bonds/Notes
Conservative
INVESTMENT ACCOUNT
MINIMAL RISK
As a conservative Investor, you seek attractive interest and dividends based income and are not concerned with significant capital growth. You aim to achieve investment returns exceeding current deposit rates with minimal risks. You are not exposed to market volatility.
No Risk to Minimal Risk
Focus on Capital Preservation & Income
Low Concern for Capital Growth
Attractive Interest Rates & Dividends
Traditional Assets
Moderately Conservative
INVESTMENT ACCOUNT
MODERATE RISK
As a moderately conservative Investor, you seek stability, interest and dividends based income and are less concerned with significant capital growth. You aim to achieve investment returns in excess of current deposit rates while assuming moderate investment risks.
Moderate Risk Taking
Focus on Capital Preservation & Income
Concern for Capital Growth
Attractive Interest Rates & Dividends
Multi Assets
Balanced
INVESTMENT ACCOUNT
BALANCED RISK
You are a balanced long term investor aiming for both normal capital and income growth. You are aware of the fluctuations and the risks (which are still less volatile than that of the stock market) that this profile entails and are willing to accept this for potentially more attractive returns.
Balanced Risk
Focus on Slight Capital Growth & Income
For Balanced Long Term Investors
Average Capital growth
Multi Assets
Moderately Aggressive
INVESTMENT ACCOUNT
RISKY
You are a moderately aggressive long term investor aiming for above average long term capital growth. You are aware of relatively higher fluctuations and the risks (which are still less volatile than that of the market) that this profile entails and are willing to accept this for potential more attractive returns.
Above Balanced Risk
Focus on Capital Appreciation
Moderately Aggressive Long.T. Investors
Aim for Above Average Returns
Multi Assets
Aggressive
INVESTMENT ACCOUNT
AGGRESSIVE RISK
You are an aggressive long term investor aiming for high capital growth. You are aware of the relatively higher fluctuations and the risks (which are still less volatile than that of the stock market) that this profile entails and are willing to accept this for potentially more attractive returns.
High Risk
Focus on High Capital Appreciation
For Aggressive Long Term Investors
High Returns
Multi Assets
Extra Aggressive
INVESTMENT ACCOUNT
EXTRA RISKY
You are an extra aggressive long term investor aiming for exceptional capital growth. You are aware of the relatively higher fluctuations and the risks (which are more volatile than that of the stock market) that this profile entails and are willing to accept this for potentially exceptional returns.
Very High RIsk
Focus on Very High Capital Appreciation
For Super Aggressive Investors
Very high Returns
Single / Multi Assets
