Risk indicator for the Income Fund:
Lower risk Higher riskThe risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.
About this fund
The Income Fund aims to provide stable returns over the long term through access to a diverse range of fixed interest investments from around the world. To achieve this, our Investment Team carefully select investments issued by both government and non-government borrowers, with the aim of generating a steady stream of income over time.
Why choose this fund?
If you’re a naturally cautious investor or prefer lower volatility of returns, or if you need to make withdrawals from your investment in the short to medium term, this fund could be a good choice for you.
Sector split
November 2024
Portfolio holdings
30 November 2024
See a selection of the different investments the Income Fund invests in below.
Auckland International Airport
Avanti Finance
BNP Paribas
Citigroup Inc.
Dell International LLC / EMC Corp
Portfolio Team
Our Managed Funds
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Conservative Fund
Aims to provide stable returns over the long term by investing mainly in income assets with a modest allocation to growth assets.
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Growth Fund
Aims to grow your investment over the long term by investing mainly in growth assets.
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Income Fund
Aims to provide stable returns over the long term by investing in New Zealand and international fixed interest assets.
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Property & Infrastructure Fund
Focuses on growth of your investment over the long term by investing in New Zealand and international property and infrastructure assets.
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New Zealand Growth Fund
Focuses on growth of your investment over the long term by investing in quality New Zealand companies which can consistently produce increasing earnings.
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Australian Growth Fund
Focuses on growth of your investment over the long term by investing in quality Australian companies which can consistently produce increasing earnings.
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International Growth Fund
Focuses on growth of your investment over the long term by investing in quality international companies which can consistently produce increasing earnings.
