Investment funds / non-KiwiSaver / Multi Asset / Global
The SuperLife Ethica Fund invests in a mix of income and growth assets. The Fund is designed for investors that want a balanced investment option. It is a socially responsible fund which excludes assets that do not meet the fund’s defined ethical investment standards. Negative annual returns may occur once in every 5 – 7 years on average.
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.