Personality Traits and Investment

Appendix 1: Questionnaire

This questionnaire contains two parts. The first part asks for background information. The second part contains investment related questions. Please make sure you answer all questions on both sides of the paper, otherwise your answers cannot be used. If you are unsure about some answers, make a guess anyway.

First part |   |   |   |   |   |   |   |

(Tick appropriately) |   |   |   |   |   |   |

Gender: Female | Male |   |   |   |   |   |

Age: 18-24 | 25-29 | 30-34 | 35-39 | 40-44 | 45-49 | 50-54 | 55-59 |

60-above |   |   |   |   |   |   |   |

Have you made any stock market investments yourself? | Yes | No |   |

Do you have any work experience in the field of finance? Yes | No |   |

If yes, how many years? ____________ |   |   |   |   |

Second part

Please answer the following question by ticking the choice that strongly agree with.

1. How would describe the objective of your investment?

a) To have stability of principle

b) To achieve capital appreciation

c) To have Tax shelter

d) To receive Income generation

e) To have growth in income

2. What would you describe your most preferable tool of investment to be?

a) Bank deposits e.g. savings a/c

b) Insurance premiums

c) Real estate

d) Government bonds, Corporate bonds , debentures & preference shares

e) Equity share

f) Derivative instruments

g) Mutual fund

3. Generally, what proportion of your income would you prefer to invest?

a) 0 – 10%

b) 21 – 30%

c) 31 – 40%

d) 41 – 60%

e) Above 60%

4. What duration would like for your investment?

a) One month

b) A quarter year

c) A half year

d) One year

e) Between one and five years

f) More than 5 years

5. What would be your expected return from any investment?

a) Between 5 & 10%

b) Between 11 &15%

c) Between 16 & 20%

d) Between 21 & 25%

e) Between 26 & 30%

f) Above 30%

6. What is your main source of information about the investment market?

a) Print media (including...