Investment funds / KiwiSaver / Balanced
The ASB KiwiSaver Balanced Fund invests in more growth assets than income assets, ups and downs in your balance are expected. The Fund aims for moderate to high total returns. The number of years with negative returns are generally expected to be higher than the Moderate Fund but lower than the Growth Fund.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.