Balanced Fund

Balanced

Balanced Fund Pie Graph
Balanced Fund Growth And Income

Investment objective

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 5-year period.

There will be some movements up and down in the value of the fund.

Investment strategy

The fund invests in a more balanced mix of income assets and growth assets.

Risk indicator

The risk indicator 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.

While risk indicators are usually quite stable, they do shift from time to time. Check the most recent risk indicator for this fund in the latest quarterly fund update.

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Risk level: