风险等级 Risk Level of Investment Product |
评级说明 Descriptions |
目标客户 Target Customer |
 |
PR5/R5: 产品不保障本金,风险因素可能对本金造成重大损失,产品结构较为复杂,可使用杠杆运作。 High chance of losing a significant portion of your capital over the term of the investment. Expected to demonstrate high level of price fluctuations over short periods of time. |
经上海升益投资管理有限公司客户风险承受能力评估为进取型的有投资经验的客户 |
 |
PR4/R4: 产品不保障本金,风险因素可能对本金产生较大影响,产品结构存在一定复杂性。 Moderately high chance of losing a significant portion of your capital over the term of the investment. Expected to demonstrate moderately high level of price fluctuations over short periods of time. |
经上海升益投资管理有限公司客户风险承受能力评估为成长型、进取型的有投资经验的客户 |
 |
PR3/R3: 产品不保障本金,风险因素可能对本金和预期收益产生一定影响。
Moderate chance of losing a significant portion of your capital over the term of the investment (although this is not guaranteed). Expected to demonstrate moderate level of price fluctuations over short periods of time. |
经上海升益投资管理有限公司客户风险承受能力评估为平衡型、成长型、进取型的有投资经验的客户 |
 |
PR2/R2: 产品不保障本金但本金和预期收益受风险因素影响较小;或承诺本金保障但产品收益具有较大不确定性的结构性存款理财产品。
Low chance of losing a significant portion of your capital over the term of the investment (although this is not guaranteed). Expected to demonstrate moderately low level of price fluctuations over short periods of time. |
经上海升益投资管理有限公司客户风险承受能力评估为稳健型、平衡型、成长型、进取型的有投资经验和无投资经验的客户 |
 |
PR1/R1: 产品保障本金,且预期收益受风险因素影响很小;或产品不保障本金但本金和预期收益受风险因素影响很小,且具有较高流动性。
Minimal chance of losing a significant portion of your capital over the term of the investment (although this is not guaranteed). Expected to demonstrate minimal price fluctuations over short periods of time. |
经上海升益投资管理有限公司客户风险承受能力评估为保守型、稳健型、平衡型、成长型、进取型的有投资经验和无投资经验的客户 |