Conservative Strategy100% Conservative Fund
Summary of investment objectives and strategy
Aims to provide stable returns over the long term by investing mainly in income assets with a modest allocation to growth assets.
Risk indicator for the Conservative Strategy:
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.
Who is the fund suitable for?
A short term or naturally cautious investor or one who is looking to make a withdrawal within the short term. It also suits an investor who values lower volatility of returns over achieving potential higher returns.
While this fund is designed to be conservative in nature, in times of heightened market volatility the value of your investment may go up or down.
Balanced Strategy40% Conservative Fund60% Growth Fund
Summary of investment objectives and strategy
Aims to provide a balance between stability of returns and growing your investment over the long term by investing in a mix of income and growth assets. Rebalanced each year to the target fund mix of 40% Conservative Fund and 60% Growth Fund while you remain invested only in the Balanced Strategy.
Risk indicator for the Balanced Strategy:
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.
Who is the fund suitable for?
A medium to long term investor who wants a balance between volatility of returns and achieving potential higher returns.
Growth Strategy100% Growth Fund
Summary of investment objectives and strategy
Aims to grow your investment over the long term by investing mainly in growth assets.
Risk indicator for the Growth Strategy:
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.
Who is the fund suitable for?
A long term investor who can tolerate volatility of returns in the expectation of potential higher returns, and has time on their side.
Build your own investment strategy
Our funds
You can choose to build your own investment strategy using a combination of our mixed asset and sector investment options. Click on any of the icons below for more detail.
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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.
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