Investment funds / KiwiSaver / Conservative
The Pathfinder KiwiSaver Conservative Fund is an ethical portfolio with a higher exposure to income assets than growth assets. This Fund’s value is unlikely to fluctuate as much as the Balanced Fund or 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.