Income 28 Fund
Multi-sector income fund
The fund aims to provide a moderate risk portfolio, complementing other separately held fixed interest investments.
It aims to achieve returns – after fees but before tax – of at least 2.5% per year above inflation over any four year period.
Generally, there will be some movements up and down in the value of the fund.
The fund invests mainly in income assets, but includes some high dividend-paying growth assets – New Zealand shares.
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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.