16 October 2024
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Growth Fund
The Growth Fund is mostly made up of shares, with a small portion in bonds and cash. This Fund is expected to have high long term returns, but there is also likely to be reasonably large up and down movements in the Fund’s value. It’s suited to investors with at least a 10 year investment time horizon who want the potential for higher returns.
80 / 2080% Growth assets
20% Income assets10 yearsSuggested minimum timeframe0.75% p.a.Fee
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Features of the Growth Fund
Higher potential returnsThe Growth Fund is mostly made up of shares, which have historically delivered higher long term returns than more conservative investments, with a portion in bonds to reduce some volatility.
Designed for long term investorsAiming for high long term growth, this Fund is suitable for investors with at least a 10 year investment horizon.
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 to high tolerance to risk and a minimum investment timeframe of 10 years.
Lower risk
Potentially lower returns
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Higher risk
Potentially higher returns
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