Test your inner investor
Find out what sort of investor you are and which of Australian Retirement Trust’s investment options may suit you.
Get ready to discover what sort of investor you are
Even 1% extra investment return each year over 35 years could increase your retirement benefit by over 20%. Making a change to increase the level of growth assets in your super can also increase the volatility of your fund. Everyone’s situation is different and you may need some advice. The investor needs score categories are examples only of possible investor needs.
There are many factors that impact on personal circumstances that should be considered before making investment decisions. Explore the outcomes for different responses to these questions. Your total score will correspond to one of four investor needs categories which provide a guide as to which investment option(s) you may select.
Great masterminds don’t always think alike. It’s precisely why Australian Retirement Trust provides a range of investment options that you can choose from to invest your super in. The investor needs quiz is a guide to help you decide how you feel about risk and return, how you may like to plan for your goals and how those decisions may influence the way you invest your super.
The investor needs quiz is not a substitute for professional advice. It is a guide only and does not take into consideration your individual objectives, financial circumstances or needs. You should assess your own financial situation, taking into account your existing investments, commitments, investor needs and time horizon before making your investment decisions.
Score 7-18 Likely to have conservative investor needs
What happens if I don’t choose?
If you don’t choose to invest your super in one of our 19 investment options, we will invest your balance in our Lifecycle Investment Strategy. This diversified option contains a balanced mix of assets including shares, property, private capital, diversified strategies, infrastructure, fixed interest, hedge funds and cash.
We’ve designed it for members who want to generate wealth over the long term, and gradually transition to lower-risk investments as they approach age 65 and retirement so they can be more comfortable should markets experience short-term dips.
Talk to your financial adviser or get some advice through Australian Retirement Trust
Depending on your advice needs, we can answer most of your questions over the phone. To get the conversation started, just fill in your details and we’ll be in touch.
Or call us!
We're here to help13 11 84