Risk indicator for the Balanced 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
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.
Our Managed Funds
- Learn more
Conservative Fund
Aims to provide stable returns over the long term by investing mainly in income assets with a modest allocation to growth assets.
- Learn more
Growth Fund
Aims to grow your investment over the long term by investing mainly in growth assets.
- Learn more
Income Fund
Aims to provide stable returns over the long term by investing in New Zealand and international fixed interest assets.
- Learn more
Property & Infrastructure Fund
Focuses on growth of your investment over the long term by investing in New Zealand and international property and infrastructure assets.
- Learn more
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.
- Learn more
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.
- Learn more
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.
