Investments
Investment Profiler
Take a quick assessment to find out what combination of investments best suits your financial goals
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All investment contributions made before 2pm on business days will reflect on your dashboard by the evening of the same day. However, contributions made after 2pm will reflect on your dashboard the next business day.
Your money may not reflect in your account for a few different reasons: (1) Incorrect client number (2) Inaccurate and/or incomplete bank narration etc.
If you are experiencing this, please send a mail to clientservices@axamansard.com with the evidence of payment for easy reconciliation.
To make a claim, please click on the “make a claim” button on the website. You will be required to provide an estimate of repairs, picture of the damaged vehicle showing the plate number as well as third party details where applicable.
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Earliest Withdrawal
1. I plan to begin withdrawing money from my investments in:
Portfolio End Date (from Earliest Withdrawal)
2. Once I begin withdrawing funds from my investments, I plan to use all of the funds in:
Investment Knowledge
3. I would describe my knowledge of investments as:
Investment Objective
4. When I invest my money, I am:
Current Portfolio
5. Select the investments you currently or have recently owned:
Flight Trigger
6. 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. What would you do?
Volatility Tolerance
7. Review the chart below.
We’ve outlined the most likely best-case and worst-case annual returns of five hypothetical investment plans. Which range of possible outcomes is most acceptable to you?
* The figures are hypothetical
| Plan | Average annual return | Best Case | Worst Case | |
|---|---|---|---|---|
| 7.2% | 16.3% | -5.6% | ||
| 9.0% | 25.0% | -12.1% | ||
| 10.4% | 33.6% | -18.2% | ||
| 11.7% | 42.8% | -24.0% | ||
| 12.5% | 50.0% | -28.2% |
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