16 October 2024
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Balanced Fund
This Fund invests in a mix of shares and bonds to balance growth and volatility. This Fund is suitable for those who want fewer up and down movements in the Fund's value. The recommended investment timeframe is at least 7 years.
60 / 4060% Growth assets
40% Income assets7 yearsSuggested minimum timeframe0.70% p.a.Fee
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Features of the Balanced Fund
Less volatility than growth fundsWhile share markets can fluctuate, the Balanced Fund is a good option if you prefer less volatility.
Designed for medium to long term investorsThe Fund can help grow savings while managing risk for those looking to withdraw their KiwiSaver investments in the medium to long term.
Highly diversifiedInvestments are spread over 60 industries and across 40 countries, reducing risk and helping balance out market ups and downs.
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Risk Indicator
The risk indicator reflects how much the value of the Fund’s assets goes up and down. A higher risk rating generally means higher potential returns over time, but more ups and downs along the way. This Fund is suited to an investor with a medium tolerance to risk and a minimum to high investment timeframe of 7 years.
Lower risk
Potentially lower returns
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Higher risk
Potentially higher returns
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News & Articles
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