1
Which is your investment objective?
Which is your investment objective?
2
What is your investment experience?
What is your investment experience?
3
How do you feel about risk?
How do you feel about risk?
4
What is the evolution of your income?
What is the evolution of your income?
5
How long do you expect to keep your investment?
How long do you expect to keep your investment?
6
¿Cuál es el plazo máximo que usted estaría dispuesto a mantener sus inversiones en el mercado de capitales?
¿Cuál es el plazo máximo que usted estaría dispuesto a mantener sus inversiones en el mercado de capitales?
7
Indique cuál de las siguientes afirmaciones identifica mejor su actitud hacia las inversiones.
Indique cuál de las siguientes afirmaciones identifica mejor su actitud hacia las inversiones.
8
En caso que uno de los activos en los cuales usted invirtió registre pérdidas ¿qué decisión tomaría?
En caso que uno de los activos en los cuales usted invirtió registre pérdidas ¿qué decisión tomaría?
Outcome
Your investor profile is:

Conservative Type
People who fit this profile are characterized by looking for investments that represent a
moderate growth, without assuming significant risks. They usually prioritize the immediate
liquidity of investments, minimizing the incidence of market fluctuations to the maximum
extent possible.
Investors identified with this group seek to invest in very short-term and low volatility funds.
Fixed-term funds and short-term and low volatility bonds would fit this profile.
Outcome
Your investor profile is:

Moderate Type
Moderate investors accept to assume certain oscillations in their investments, in the quest for
greater profitability in the medium/long term. They have an intermediate profile; they are
people who can put up with some risk in their investments, in return for greater profitability.
For this type of investors, the short-term and medium-term bond funds will suit an investment
portfolio.
Outcome
Your investor profile is:

Risky Type
This profile is characterized by the search of the maximization of investment returns,
assuming, however, a high risk component. Therefore, they would agree to keep their
investments for long periods, without assigning a high priority to the immediate availability of
their assets.
In general, these are investors who choose to subscribe medium-term and long-term funds
composed of bonds and shares. Portfolios of these funds are considered to be highly volatile.