Investment funds / KiwiSaver / Growth
The Mercer KiwiSaver Sustainable Plus Growth invests mainly in growth assets such as shares and real assets, with only a limited amount in cash and fixed interest. This fund may be suited to investors wanting to invest mostly in growth assets who are comfortable accepting more volatile returns than those expected from the Sustainable Plus Balanced fund with a view to achieving higher longer-term returns.
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.