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|
|KIWI 2.635% 05/10/2026||9.15%|
|Cash at Bank||Cash||6.18%|
|ASBBNK 1.646% 04/05/2026||5.77%|
|ICBCAS 2.61% 27/06/2024||4.23%|
|SPKNZ 3.94% 07/09/2026||4.08%|
|AIANZ 3.51% 10/10/2024||3.86%|
|WSTP 1.439% 02/24/26||3.80%|
|ANZNZ 2.999% 17/09/2031||3.09%|
|VCTNZ 3.45% 27/05/2025||3.08%|
|AUCKCN 3.338% 27/07/2026||2.87%|
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.