Investment funds / non-KiwiSaver / Multi Asset / Global
The Salt Sustainable Growth Fund aims to outperform the Reserve Bank of New Zealand’s Consumer Price Index +5% p.a. benchmark on a rolling five year basis by investing in a diversified mix of growth and defensive assets with a focus on securities with strong ESG credentials.
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.