Investment funds / KiwiSaver / Balanced
The Select KiwiSaver Balanced Fund aims to provide a medium level of capital growth over the medium to long term (at least 5 years). The Fund invests similar proportions in income and growth 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.