This fund attempts to replicate the performance of the New Zealand Investment Grade Fixed Income market by investing in a range of New Zealand fixed income products.
Company | Industry | % Of Fund |
---|---|---|
BZLNZ 5.8720% 01/09/2028 | 6.01% | |
KBN 1.25% 02/07/2030 | 5.99% | |
KIWI 6.254% 19/10/2028 | 4.94% | |
NZLGFA 2.25% 15/05/2031 | 4.85% | |
NZLGFA 4.5% 15/05/2030 | 3.50% | |
SPKX 5.21% 18/09/2029 | 3.14% | |
CASH AT BANK | Cash | 2.94% |
POTNZ 3.552% 24/11/2028 | 2.94% | |
CENNZ 5.62% 06/04/2029 | 2.84% | |
NZLGFA 3% 15/05/2035 | 2.66% |
A lower risk investment fund that is appropriate for investors who are close to
retirement or purchasing their first home or alternatively used as a diversification tool to reduce the volatility of a broader portfolio. Income funds typically deliver lower returns, though will have a lower likelihood (though it can still happen) of incurring a loss.