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Find a suitable investment strategy
Your investing strategy should reflect the kind of investor you are—your personal investor profile. This quiz will help you determine your profile and then match it to an investment strategy that’s designed for investors like you.

The quiz measures two key factors:
Your time horizon
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Your risk tolerance
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Your time horizon
When will you begin withdrawing money from your account and at what rate? If it’s many years away, there may be more time to weather the market’s inevitable ups and downs and you may be comfortable with a portfolio that has a greater potential for appreciation and a higher level of risk.
Your risk tolerance
How do you feel about risk? Some investments fluctuate more dramatically in value than others but may have the potential for higher returns. It’s important to select investments that fit within your level of tolerance for this risk.
I plan to begin withdrawing money from my investments in:
Less than 3 years
3–5 years
6–10 years
11 years or more
I plan to invest through General Invest the following cash position:
up to 10%
more than 60%
I would describe my knowledge of investments as
When I invest my money, I am:
Most concerned about my investment losing value
Equally concerned about my investment losing or gaining value
Most concerned about my investment gaining value
Select the investments you currently own
Bonds and/or bond funds
Stocks and/or stock funds
International securities and/or international funds
What would you do?Consider this scenario: Imagine that in the past three months, the overall stock market lost 25% of its value. An individual stock investment you own also lost 25% of its value.
Sell all of my shares
Sell some of my shares
Do nothing
Buy more shares
Which range of possible outcomes is most acceptable to you?Review the chart below. We’ve outlined the most likely best-case and worst-case annual returns of five hypothetical investment plans. The figures are hypothetical and do not represent the performance of any particular investment.
PlanAvg. annual returnBest-caseWorst-case
investor profile
Умеренно агрессивный
Основной фокус на увеличение стоимости капитала и вторичный на его сохранение.
Expected return
Average annual return 9,9%
Best year 31,7%
Worst year -28,1%
Information disclosure:
This questionnaire is not a questionnaire used for profiling a customer and it meets the requirements of Regulation No. 482-P dated August 3, 2015 "On the Uniform Requirements for the Rules for Securities Management, for the Procedure for Information Disclosure by a Manager, and on the Requirements Aimed at Excluding a Manager's Conflict of Interest," as well as Bank of Russia Ordinance No. 5014-U dated December 17, 2018 "On the Procedure for Profiling an Investment Adviser’s Customer and the Requirements for an Individual Investment Recommendation Form and Investment Advisory Services". This questionnaire is presented solely to identify the customer's basic susceptibility to the risk associated with investing in financial market instruments.
Shares: shares and other assets linked to shares
Fixed income instruments: bonds, notes, and other fixed income instruments
Alternative investments: derivatives, hedge funds, structured instruments, mortgage-backed bonds, direct investments, real estate, and infrastructure investments.
You have chosen a very short time horizon which implies formation of a low-risk portfolio.
40% of such portfolio will be comprised of short-term bond funds or bonds maturing within 5 years, and 60% of the portfolio will be comprised of cash, since investments in stock markets may lead to significant volatility within a short time horizon.
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