Portfolios

Balanced Strategy

2Y Returns
7.99%
3Y Returns
3.24%
Fees
0.63%

Portfolio Overview

Provides a balance between stability of returns and growing your investment over the long term by investing in a mix of income and growth assets.

Balanced Strategy Fund Holding

NZ Equities Fund
12%
FEE2 0.63%
Provides investors exposure to the New Zealand share market
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US Equities Fund
30.7%
FEE2 0.63%
Provides exposure to the US stock market

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Emerging Markets Fund
5.3%
FEE2 0.63%
Provide investors exposure to emerging markets including Eastern Europe, the Middle East, South America, Africa and Asia including China
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Rest of the World Fund
12%
FEE2 0.63%
Provide investors exposure to share markets excluding the US, including those of Europe, Australasia, Singapore, Hong Kong, Japan, and Israel
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Fixed Interest Fund
40%
FEE2 0.63%
Fixed Interest Fund Provide investors exposure to the New Zealand corporate and government bond markets.
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Portfolio Equivalent Unit Price

Returns

Fund returns as at Apr 30, 2024
5.07%
since inception
13.06%
6 months
12.98%
1 year
7.99%
2 years

Risk Level: 4/7

Lower Risk
1 2 3 4 5 6 7
Higher Risk

Other Portfolios

Aggressive Strategy

2 Year Returns1
10.96%
3 Year Returns1
5.49%
Fees2
0.63%
Aggressive Strategy Funds
NZ Equities Fund
19%
US Equities Fund
48.6%
Emerging Markets Fund
8.4%
Rest of the World Fund
19%
Fixed Interest Fund
5%
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Growth Strategy

2 Year Returns1
9.7%
3 Year Returns1
4.53%
Fees2
0.63%
Growth Strategy Funds
NZ Equities Fund
16%
US Equities Fund
41%
Emerging Markets Fund
7%
Rest of the World Fund
16%
Fixed Interest Fund
20%
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1. Fund returns as at Apr 30, 2024 and are calculated after fees and before tax, returns over 1 year are annualised.

2. Excludes $30 annual fund administration fee and 0.3% facilitator fee for clients who use the services of a facilitator.

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