Investment funds / non-KiwiSaver / Bonds / New Zealand
The Clarity Fixed Income Fund will primarily invest in a well-diversified portfolio of New Zealand fixed interest securities but may also invest in international fixed interest securities and exchange traded funds. This Fund may be suitable for investors who are looking for a low risk investment and want to achieve returns over time that are slightly higher than a bank deposit.
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.