NZ Equities
3 years returns
-2.66%
Fees
0.63%
Invests in the NZ stock market. Providing investors access to a broad range of successful local companies. It aims to replicate the performance of the NZ share market, offering a direct investment into the growth of New Zealand's economy.
US Equities
3 years returns
11.41%
Fees
0.63%
Invests in the US stock market. Providing investors access to a variety of well-known global brands and medium to large-cap US businesses. It aims to leverage the dynamic and robust nature of the US economy. This should always be the majority share of your growth portfolio with the US market making up over 60% of the global equity markets.
Emerging Markets
3 years returns
1.80%
Fees
0.63%
Invests in stock markets across Eastern Europe, Middle East, South America, Africa and Asia. Provides investors potential for long-term capital growth through exposure to some of the worlds fastest-growing economies.
Rest of World
3 years returns
6.86%
Fees
0.63%
Invests in stock markets across Europe, Australasia, and Asia. Providing investors access to a broad spectrum of international equities, facilitating exposure to dynamic economies and diverse market sectors.
NZ Equities
3 years returns
-2.66%
Fees
0.63%
Invests in the NZ stock market. Providing investors access to a broad range of successful local companies. It aims to replicate the performance of the NZ share market, offering a direct investment into the growth of New Zealand's economy.
US Equities
3 years returns
11.41%
Fees
0.63%
Invests in the US stock market. Providing investors access to a variety of well-known global brands and medium to large-cap US businesses. It aims to leverage the dynamic and robust nature of the US economy. This should always be the majority share of your growth portfolio with the US market making up over 60% of the global equity markets.
Emerging Markets
3 years returns
1.80%
Fees
0.63%
Invests in stock markets across Eastern Europe, Middle East, South America, Africa and Asia. Provides investors potential for long-term capital growth through exposure to some of the worlds fastest-growing economies.
Rest of World
3 years returns
6.86%
Fees
0.63%
Invests in stock markets across Europe, Australasia, and Asia. Providing investors access to a broad spectrum of international equities, facilitating exposure to dynamic economies and diverse market sectors.