Investment funds / KiwiSaver / Balanced
The Nikko AM KiwiSaver Scheme Balanced Fund aims to generate a return while minimising potential losses. The strategy is to invest across a range of actively managed funds to create a diversified portfolio with a balanced mix of lower and higher risk assets.
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.