风险评价问卷-FidelityHongKong.PDF

風險評估問卷 Risk Assessment Questionnaire 請在下列最合適您的選項加上“ ＂號 Please tick the answers that best describe you 1 年齡：請選擇您的年齡 AGE: What is your age? a. 70歲以上 Above 70 b. 66至 70歲 66 to 70 c. 56至65歲 56 to 65 d. 41至55歲 41 to 55 e. 18至40歲 18 to 40 2 金融知識：您對金融市場和投資的認識有多少？ FINANCIAL KNOWLEDGE: What is your knowledge of financial markets and investments? a. 並無認識：我對金融市場一無所知，亦無興趣深入瞭解。 None, I have no knowledge of financial markets at all and have no interest in understanding them. b. 低水平：我對金融市場只有一些基本知識，例如股票和債券的分別。 Low, I have only some basic knowledge of financial markets such as differences between stocks and bonds. c. 中等水平：達基本知識以上的水平，明白分散投資的重要性，並作出分散投資（即把資金配置於不同類別的投資，以分 散風險）。 Medium, I have above basic knowledge and understand the importance of diversification and practice it (i.e., I have my money in different types of investments to spread the risks). d. 高水平：我懂得閱讀一家公司的財務報告（即損益表及資產負債表），並明白影響股票和債券價格的因素。 High, I know how to read a company’s financial reports (i.e., profit and loss statements and balance sheet) and understand the factors affecting the prices of stocks and bonds. e. 精通：我熟識大部份金融產品 （包括債券、股票、認股權證、期權及期貨），並明白影響這些金融產品的風險和表現的 各項因素。 Advanced, I am familiar with most financial products (including bonds, stocks, warrants, options, and futures) and understand the various factors that may affect the risk and performance of these financial products. 3 可接受的虧損：一般來說，您可接受投資本金出現甚麼程度的潛在虧損？ ACCEPTABLE LOSS: What level of potential loss on your original investment is generally acceptable to you? a. 並不接受任何資本虧損，即使回報未能追上通脹。 No capital losses are acceptable, even if the returns cannot keep pace with inflation.