Investment funds / KiwiSaver / Growth
The Simplicity KiwiSaver Growth Fund provides investors with a limited exposure to income assets, but most of its investments are in growth assets. The return from the Fund is likely to be higher over the longer term (10 years or more) than the Conservative and Balanced Funds, but the value of its investments are likely to fluctuate more than the Balanced and Conservative Funds.
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.