Public holiday service update: Our offices will be closed for the public holiday on Friday 25 April. Thanks for your understanding.  

Investor

Balanced

Risk profile based on your answers

A balanced investor typically wants a combination of short-term income and long- term capital growth. You understand that over the short- term returns are likely to fluctuate (possibly negative in some years) but will stabilise over longer periods. You will hold a diverse mix of investments with a majority in growth assets and maintain a moderate exposure in defensive assets.

Take the quiz again

Like some help? Ask a smartCoach

If you would like to talk to a smartCoach about your investments in smartMonday:

  • Phone: 1300 262 241

  • Email: smartcoach@smartmonday.com.au or

  • via the live chat feature on the website

Disclaimers

All information provided is general in nature and does not take account of your objectives, financial situation or needs. Before deciding whether a particular product is appropriate for you, please read and consider the relevant Product Disclosure Statement, Target Market Determination and Financial Services Guide available at smartmonday.com.au or by calling us, or speak with a financial adviser. Contact us about the intra-fund advice services you may be able to access through your membership. Past performance is not a reliable indicator of future performance. smartMonday and the trustee take no responsibility for you acting on the information provided. Any decision that you make is at your own risk.