Portfolios

Growth Strategy

2Y Returns
9.7%
3Y Returns
4.53%
Fees
0.63%

Portfolio Overview

Prioritises growing your assets, while providing some risk mitigation with an allocation to fixed interest assets.

Growth Strategy Fund Holding

NZ Equities Fund
16%
FEE2 0.63%
Provides investors exposure to the New Zealand share market
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US Equities Fund
41%
FEE2 0.63%
Provides exposure to the US stock market

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Emerging Markets Fund
7%
FEE2 0.63%
Provide investors exposure to emerging markets including Eastern Europe, the Middle East, South America, Africa and Asia including China
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Rest of the World Fund
16%
FEE2 0.63%
Provide investors exposure to share markets excluding the US, including those of Europe, Australasia, Singapore, Hong Kong, Japan, and Israel
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Fixed Interest Fund
20%
FEE2 0.63%
Fixed Interest Fund Provide investors exposure to the New Zealand corporate and government bond markets.
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Portfolio Equivalent Unit Price

Returns

Fund returns as at Apr 30, 2024
6.78%
since inception
15.94%
6 months
16.08%
1 year
9.70%
2 years

Risk Level: 5/7

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
NZ Equities Fund
19%
US Equities Fund
48.6%
Emerging Markets Fund
8.4%
Rest of the World Fund
19%
Fixed Interest Fund
5%
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Balanced Strategy

2 Year Returns1
7.99%
3 Year Returns1
3.24%
Fees2
0.63%
Balanced Strategy Funds
NZ Equities Fund
12%
US Equities Fund
30.7%
Emerging Markets Fund
5.3%
Rest of the World Fund
12%
Fixed Interest Fund
40%
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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.

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