Investor types

Everyone approaches investing a little differently. These five educational profiles describe common starting points — from cautious to adventurous — each shown as an illustrative allocation by asset class. Take the short questionnaire to see which one fits you today.

• Preservation — protects capital first, with a small growth slice.
• Balanced income — prudent, but open to some growth over a medium horizon.
• Balanced — an even split between growth and stability.
• Growth — lets global equities do the heavy lifting.
• Aggressive growth — almost entirely growth assets, for very long horizons.