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Risk profile

Find the Fund That Fits You

Every investor is different. Calculate your risk profile and choose the fund that fits your goals.

risk profiles

We decode investor DNA by guiding you through a simple, interactive online questionnaire that instantly analyses your risk appetite, return expectations, and investment behaviour. Once completed, our digital tool provides a clear risk profile to help match you with the most suitable fund.

Conservative Investor

Conservative investors focus on keeping their money safe and avoiding big market swings.

Moderate
Investor

Moderate investors try to grow their money while also keeping it safe.

Aggressive
Investor

Aggressive investors focus on performance and accept that some short-term losses will occur.

how it works

Answer a short set of questions about your risk, returns and investment experience. We comply with the Protection of Personal Information Act (POPI Act, No. 4 of 2013).

Complete Risk Profile

Our digital tool instantly processes your answers and identifies whether you are a Conservative, Moderate, or Aggressive investor.

Choose a fund that fits your risk profile and keeps you invested confidently through all market conditions.

Explore Funds

We'll send you our onboarding steps to get you started.

Start investing

Transfer funds into your investment account with us to begin investing for long term wealth.

WHY YOUR RISK PROFILE MATTERS

Choosing the correct risk level helps you stay invested comfortably and grow with confidence.

AUTOMATED OVERSIGHT AND MONITORING

Our fintech and AI systems automatically rebalance your fund to stay aligned with your goals.

EMPOWERMENT THROUGH CLARITY

Track your growth and protect your wealth.