Investment funds / non-KiwiSaver / Multi Asset / Global
The Salt Sustainable Income Fund aims to provide a gross fixed quarterly income in excess of bank deposit rates, along with a positive return on capital on a rolling three year basis by investing in a diversified mix of growth and defensive assets, with a focus on securities with strong Environmental, Social, and Governance (ESG) credentials and reliable income generation
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.