Your investment profile

Your investment profile is carefully constructed based on your current and future financial situation, your investment horizon, investment goals and risk appetite.

How does it work?

You and your relationship manager draw up your personal investment profile based on a number of specific questions. You go over your knowledge, experience, financial situation and investment objectives. Your risk appetite is also addressed: how much risk are you able and willing to accept in your investments? All these elements are combined into your investment profile. There are 8 profiles in total.

From there, we build your portfolio: the more risk you are willing to bear, the greater the weight of equities your portfolio will contain. And that has an impact on the expected return and price fluctuations of your investments. A different profile implies a different composition of your portfolio, a different expected return and a different risk level. Please keep in mind that every form of investing involves risk.

If your objectives and risk appetite change over time, then you can discuss this with your relationship manager at any time and switch to a different investment profile – completely free of charge.

Fixed Income D0

Strategic weight equities 0 %

Very Defensive D12

Strategic weight equities 12.5 %

Defensive D25

Strategic weight equities 25 %

Moderate D38

Strategic weight equities 37.5 %

Balanced D50

Strategic weight equities 50 %

Dynamic D65

Strategic weight equities 65 %

Very Dynamic D80

Strategic weight equities 80 %

Full Equity D100

Strategic weight equities 100 %
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Put our experts to work

Delen's responsible wealth management gives you peace of mind, while retaining control of your assets. Our relationship managers are happy to tell you more about it.

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