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.
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.