Socially Responsible Balanced Fund
Socially responsible fund
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 five year period.
There will be some movements up and down in the value of the fund.
The fund invests mainly in a more balanced mix of income assets and growth assets.
It currently excludes investments in directly held companies and managed fund investments where the underlying activities are principally involved in the tobacco, alcohol, gambling, armaments and fossil fuel industries.
While managed fund investments are researched relative to this criteria, in some cases they may include a small allocation to fossil fuels which is subject to ongoing monitoring of suitable alternatives.
The criteria for screening out these investments may be modified over time to reflect developments in the socially responsible investment arena.
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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.
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