Investment funds / KiwiSaver / Balanced
The QuayStreet KiwiSaver Balanced Fund is a diversified portfolio with a balance between fixed interest and growth assets such as shares. The investment objective is to provide a return above the Fund’s benchmark over 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.