Boosted from the get-go
  • Unhappy Young Woman Bicycle Booster Kiwisaver Scheme
  • Unhappy Young Woman Bicycle Booster Kiwisaver Scheme
  • Smiling Young Woman Scooter Booster Kiwisaver Scheme

Balanced funds

Balanced funds are categorised as medium risk. They typically invest in a combination of income and growth assets.

Balanced funds are likely to suit savers:

  • with between five and ten years until they're eligible to withdraw from KiwiSaver
  • with between ten and fifteen years until retirement, who have a moderate appetite for share market volatility.

Booster KiwiSaver Scheme balanced funds

  • Balanced Funds green icon

    Balanced Fund

    This actively-managed fund aims to provide long-term savers mainly with the opportunity of capital growth, but with some short-term return volatility offset with some ‘income’ assets.
  • Socially Responsible Investing green icon

    Socially Responsible Investment Balanced Fund

    An actively managed fund that excludes investments that do not meet certain values-based standards. Examples are alcohol, gambling and fossil fuels. Its ‘balanced’ mix of ‘income’ and ‘growth’ assets have a typical return and risk profile over the medium to long term.
  • Balanced Funds green icon

    Asset Class Balanced Fund

    A medium-risk fund for medium to long-term savers. It offers a ‘balanced’ combination of ‘income’ and ‘growth’ assets. It is quite ‘passive' – it follows selected market indices over the long term, with no short-term active market timing strategies.

Booster investment funds

If a balanced fund isn't right for you, look at:

Conservative funds

Growth funds

Socially responsible investment funds