Portfolios

Conservative Strategy

2Y Returns
5.02%
3Y Returns
1%
Fees
0.63%

Portfolio Overview

Our conservative strategy primarily focuses on safeguarding your money while aiming for modest capital growth. It is diversified, mainly allocating investments to fixed-interest securities and maintaining a portion in cash holdings to ensure stability and security.

Conservative Strategy Fund Holding

FEE2 0.63%
Provides investors exposure to the New Zealand share market
Learn more
FEE2 0.63%
Provides exposure to the US stock market

Learn more
FEE2 0.63%
Provide investors exposure to emerging markets including Eastern Europe, the Middle East, South America, Africa and Asia including China
Learn more
FEE2 0.63%
Provide investors exposure to share markets excluding the US, including those of Europe, Australasia, Singapore, Hong Kong, Japan, and Israel
Learn more
FEE2 0.63%
Fixed Interest Fund Provide investors exposure to the New Zealand corporate and government bond markets.
Learn more

Portfolio Equivalent Unit Price

Returns

Fund returns as at Apr 30, 2024
2.09%
since inception
8.04%
6 months
7.59%
1 year
5.02%
2 years

Risk Level: 3/7

Lower Risk
1 2 3 4 5 6 7
Higher Risk

Other Portfolios

Aggressive Strategy

2 Year Returns1
10.96%
3 Year Returns1
5.49%
Fees2
0.63%
Aggressive Strategy Funds

Growth Strategy

2 Year Returns1
9.7%
3 Year Returns1
4.53%
Fees2
0.63%
Growth Strategy Funds
1. Fund returns as at Apr 30, 2024 and are calculated after fees and before tax, returns over 1 year are annualised.

2. Excludes $30 annual fund administration fee and 0.3% facilitator fee for clients who use the services of a facilitator.