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Kiwi Wealth Balanced

The Balanced Fund is invested up to 70% in shares and othergrowth assets with the remainder in cash and fixed interestassets. Its objective is to exceed the returns you would receivefrom investing 45% of your funds in New Zealand fixedinterest assets and cash and 55% in global shares throughactive allocation and active selection of shares and othergrowth assets fixed interest and cash assets.

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You should be prudent about your investment.

Investing involves risk. The value of investments can go down, as well as going up. You might lose some of your capital invested. The information provided on this website is not a recommendation to buy, sell or hold any financial products. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations.

Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.