Investment funds / non-KiwiSaver / Multi Asset / Global
The ASB Investment Funds Balanced Fund invests in income and growth assets with a target investment mix of 40% income assets and 60% growth assets. The Fund manages asset allocation and currency hedging over the medium to long term relative to the target investment mix. The focus is on cost effective management.
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.