What is a mutual fund?

Congratulations, you have passed the knowledge test.

Now we will ask you some questions to get to know you. This will allow us to determine your investment profile and recommend a personalised portfolio to you. All information you provide will be treated confidentially.


Imagine you have €10.000 to invest. Which portfolio would you choose?

Possible increased value of the portfolio after
8 years
Possible decreased value of the portfolio after
8 years


What is your investment time horizon?

Warning: Please note that investing is for the long term. Otherwise you might want to consider savings.


During your investment horizon, do you expect to withdraw money from your investment portfolio?


I am familiar with investing, I understand the risks and the potential returns.

I've invested in cash funds
I've invested in bonds or bond funds
I've invested in equity or equity funds
I've invested in mixed funds


My monthly household income is …

This refers to net salary or pension, possibly supplemented with child support, alimony, rental income, interests, etc.


What is the ratio between your usual fixed costs such as loans, rent, energy, etc. and you usual household income?


What percentage of your household income would you be able to save and invest for a minimum of 5 years?

This option contradicts one of your earlier answers and cannot be selected.


My total estimated assets amount to …

This includes all savings, investments, (art) collections and property:


What is the composition of your total wealth?

The share of my financial investments is
Do you have a business?
Yes, my share of the company is


How would your react if the total value of your portfolio decreases by 15%?

This option contradicts one of your earlier answers and cannot be selected.

Please register so we can calculate your personal investment profile.

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