General Invest - инвестиционная компания в Москве

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

Your risk tolerance

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%

10-30%

30-60%

more than 60%

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I would describe my knowledge of investments as

None

Limited

Good

Extensive

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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

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Select the investments you currently own

Bonds and/or bond funds

Stocks and/or stock funds

International securities and/or international funds

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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

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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

A7,5%22,9%-8,9%

B8,3%26,0%-16,7%

C9,1%28,9%-23,0%

D9,9%31,7%-28,1%

E10,6%34,3%-32,3%

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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.

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Please fill in your details, and our manager will contact you soon.

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.

Professional securities market participant licenses of Concern GENERAL INVEST LLC: for carrying out broker activities No. 177-12660-100000 dated November 10, 2009; for carrying out dealer activity No. 177-12665-010000 dated November 10, 2009; for carrying out securities management activities No. 177-12670-001000 dated November 10, 2009; for carrying out depository activities No. 177-13612-000100 dated June 21, 2011.

The size of an investment portfolio may increase and decrease, the results of investment in the past do not determine future proceeds, and the state does not guarantee return on investments in securities. Transactions on the securities market are risky. Participation in them can lead to partial or complete loss of invested funds. Before investing in the securities market, Concern GENERAL INVEST LLC recommends carefully considering whether the risks arising in the course of transactions with securities are acceptable to the investor in view of their investment objectives and financial capabilities.

You can get acquainted with the conditions of the relevant contracts and receive other information that must be provided in accordance with Federal Law No. 38-FZ dated March 13, 2006, "On Advertising" and other laws and regulations of the Russian Federation at: 7 Petrovka St., Moscow 107031 Russia or by phone at +7 (495) 727-00-77.

Materials may be reproduced only with a reference to the website www.generalinvest.ru.

© Concern General Invest, 2009-

What kind of investor are you?