Investment funds / non-KiwiSaver / Bonds / Global
The Fisher Funds BondPlus Fund invests in international fixed interest assets. The Fund aims to provide moderate protection for your investment while also generating modest returns over the long term by investing in international fixed interest assets. The investment philosophy behind this investment strategy is the belief that cash and fixed interest will provide the most stable returns. Generally speaking we expect the Fund to be actively managed; however we may use passive vehicles to gain broad market exposure.
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.