Investment funds / KiwiSaver / Growth
The Generate KiwiSaver Scheme Growth Fund invests into underlying funds. The portfolio is actively managed and includes cash, fixed interest, property and infrastructure assets, Australasian equities and international equities. Volatility is likely to be higher than the Conservative Fund but lower than the Focused Growth Fund. Long-term returns are likely to be higher than the Conservative Fund but lower than the Focused Growth Fund due to its weighting of 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.