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Investment Risk

Last updated 29 April 2026

A 15-minute box set that introduces investment risk to first-time investors and refreshes the basics for experienced ones. Designed to sit alongside your risk-profiling tool of choice.

What's covered

Chapter Description
What is investment risk? (6 mins) Why understanding risk matters — the opportunity for growth and reward set against the possibility of volatility and loss.
Taking investment risk with your money (5 mins) A deeper look at asset classes, their risks and returns, and the role of diversification across and within classes.
So how much risk is right for you? (4 mins) The factors that shape the right level of risk for a client — the need, financial ability and willingness to take it.

Total runtime: 15 minutes.

Who it's for

New and experienced investors who would benefit from a clear, consistent introduction to investment risk before discussing portfolio choices with their adviser.

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