What is attitude to investment risk?

What risk should you take with your money?


Investing involves a variety of risks.

The trick is to strike a balance between these different risks. Only you can decide the level of risk you feel comfortable with.

What is a good balance for you will depend on:

  • How you feel about the possibility of not getting some or all your money back. Think how you’d feel and if you could cope if you’re investments fell by 10%, 20%, 30%, 40%, 50% and more.
  • Your personal circumstances – how much you can afford to lose
  • Your investment goals
  • Your timeframe – if you’re likely to need your money in five years or less, it’s best not to take too much risk.

Newcastle Financial Advisers will talk to you about your attitude to risk and ask you to take a questionnaire that will help assess your attitude to risk.

There are risks involved with investing. The value of your investments and any income from them can fall as well as rise and you may not get back the amount you originally invested.


Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on investments, pensions, inheritance tax planning, and life cover. Newcastle Financial Advisers Limited is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.