Investment funds / KiwiSaver / Balanced
The Simplicity KiwiSaver Balanced Fund provides investors with an exposure to a mix of growth and income assets. The return from the Fund is likely to be lower over the longer term (10 years or more) than the Growth Fund higher than the Conservative Fund. At the same time the value of their investments are likely to fluctuate more than the Conservative Fund but are likely to be more stable than the Growth Fund.
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.