Investment funds / non-KiwiSaver / Shares / Global Regional
The SuperLife Invest US Small Cap Fund invests in the Vanguard Small Cap ETF, which is designed to track the return on the CRSP US Small Cap Index. The Vanguard Small Cap ETF invests all, or substantially all, of its assets in the financial products included in the CRSP US Small Cap Index. The CRSP US Small Cap Index is made up of small US companies.
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.