Balanced Fund

Multi-sector growth fund

Balanced Fund Pie Graph
Balanced Fund Growth And Income

Investment objective

The fund aims 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 5-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 – Investment Series: Multi-sector Funds (PDF 208kB)

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.

Booster investment funds

Do you think the Investment Series isn't right for you? We offer a range of other funds that you might like to look into.

Focus Series

Specialist Series

Wholesale Series

Risk level: