Attitude to risk questionnaire

Your investment strategy for your Plan is based on a range of Zurich risk targeted funds. To help you to decide which of these low cost, index tracking funds is the most suitable for you, please complete the following simple steps:

Step 1

Consider how much risk you are willing to take (your propensity for risk) by completing the attitude to risk questionnaire below.

Attitude to Risk questionnaire

Step 2

Once you have completed the questionnaire, take a look at the Fund Centre link below which provides more information on each of the fund strategies, to determine which one is best suited to your risk profile.

Fund Centre

Step 3

You can then ensure that your contributions are invested in the fund strategy you have chosen.