Investment funds / KiwiSaver / Balanced
The Fisher Funds TWO KiwiSaver Balanced Fund invests shares in New Zealand, Australia and other international markets, cash and fixed interest securities. The Manager may also hold derivatives, property and alternative assets. The investment philosophy behind this investment strategy is the belief that a broadly diversified portfolio can provide growth with moderate volatility of returns. Generally speaking they expect the Fund to be actively managed; however they may use passive vehicles to gain broad market exposure.
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.