Balanced Fund

Balanced fund

Focus Balanced Fund Pie Graph (1)
Focus Balanced Fund Growth And Income (1)

Investment objective

The fund’s objective is to provide an enhanced return over the long-term through capital gains.

It aims to achieve returns – after fees but before tax – of at least 3% per year above inflation over any five year period.

There will be some movements up and down in the value of the fund.

Investment strategy

The fund invests in a more balanced mix of income assets and growth assets.

Find out more

Download the Booster Investment Scheme Product Disclosure Statement – Focus Series Funds (PDF 168kB)

Risk indicator

This is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down – the 'volatility'.

A higher risk generally means higher potential returns over time, but more ups and downs along the way.

Risk level: