Investment funds / non-KiwiSaver / Shares / Australasia
The FANZ Lifestages Australasian Equity Portfolio will invest primarily in a broad spread of New Zealand and Australian equities. The Fund aims to achieve capital growth and returns over the long-term through investment in New Zealand and Australian equities. The Fund invests in large cap New Zealand and Australian equities and is designed to provide investors with core holdings of equities in these markets.
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.