Investment funds / KiwiSaver / Balanced
The Summer KiwiSaver Summer Balanced Selection Fund aims to achieve positive long-term returns by choosing a mix of cash, fixed interest, equity and property investments. Investors can expect moderate to high levels of movement up and down in value and to receive longer-term returns that are higher than those of the Summer Conservative Selection but lower than those of the Summer Growth Selection.
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.