Investor Profile
Identify the SOAGA funds suited to your situation
Assess your goals, investment horizon and risk tolerance through our educational questionnaire. Get a personalised fund orientation in just a few minutes.
Criteria used to determine your profile
The investor profile is assessed across several complementary dimensions.
Age
Age reflects the time available to build or preserve capital.
Goals
Your project may aim for regular income, a major purchase, retirement or wealth growth.
Horizon
The longer the horizon, the more an investor can generally absorb temporary fluctuations.
Risk tolerance
It measures your capacity to accept a temporary drop in the value of your investments.
Investor profile questionnaire
The information provided allows SOAGA to identify your investor profile and propose an orientation consistent with your goals.
Your information
Tell us a bit about yourself to personalise your assessment.
Avertissement : Warning: this questionnaire is an educational orientation tool. It does not constitute personalised investment advice or a guarantee of return. All investments carry risks. Capital and return are not guaranteed unless stated otherwise in the fund's regulatory documents.
Personal data protection
The information collected via this questionnaire is intended for SOAGA for the purpose of analysing your investor profile, following up on your request and presenting investment solutions suited to your objectives.
SOAGA implements appropriate measures to preserve the confidentiality and security of the information provided. You may request the update, correction or deletion of your data through the contact details published on the SOAGA website.
