Investment funds / non-KiwiSaver / Shares / New Zealand
The Salt Core NZ Shares Fund aims to outperform the S&P/NZX 50 Gross Index on a rolling three year basis by investing predominantly in New Zealand shares but with the ability to invest opportunistically in Australian shares.
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.