Investment funds / KiwiSaver / Balanced
The Mercer KiwiSaver Sustainable Plus Balanced invests in a wide range of assets and may be suitable for investors who want a diversified investment with exposure to shares, real assets, fixed interest and cash. This fund can expect to have a higher degree of volatility in returns than can be expected from the Sustainable Plus Moderate fund and is more suited to investors who can invest for the long term.
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.