Investment funds / KiwiSaver / Balanced
The Kiwi Wealth KiwiSaver Scheme Balanced Fund ordinarily invests in a balanced mix of growth assets and income assets. The Fund is generally best for someone with a medium-term investment timeframe (five to ten years), or someone with a moderate appetite for risk and tolerance for declines in the value of their member account.
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.