Balanced Growth Fund


Balanced Growth Fund Pie Graph
Balanced Growth Fund Growth And Income

Investment objective

The fund aims to provide long-term capital gains but to partially offset short-term movements up and down with some income assets.

It aims to achieve returns – after fees but before tax – of at least 4% per year above inflation over any 7-year period.

There will be larger movements up and down in the value of the fund compared to the Balanced Fund.

Investment strategy

The fund invests mainly in growth assets, but includes some income 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.

Booster investment funds

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

Conservative funds

Balanced funds

Socially responsible investment funds

Risk level: