Income 99 Fund
Multi-sector income fund
The fund aims to provide a higher risk portfolio, complementing other separately held fixed interest investments.
It aims to achieve returns – after fees but before tax – of at least 4% per year above inflation over any 10-year period.
There will be significant movements up and down in the value of the fund.
The fund invests almost entirely in high dividend-paying growth assets – New Zealand shares – with a small allocation to income assets.
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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.