Fund Referral

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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 shares throughactive allocation and active selection of shares fixed interest and cash assets.

Kiwi Wealth is 100% Kiwi-owned and operated and our team is based right here in New Zealand. We're ultimately owned by the NZ Super Fund, ACC and NZ Post, so our profits stay in New Zealand too. We invest our members’ money in companies that meet our strict environmental, social and governance criteria. For example, we don’t invest in nuclear weapons, tobacco and whaling. Your money not only gets invested in New Zealand but across the globe too, helping to diversify your investment.

Please use the same name and email address as you will use on the fund application form.

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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 Markets Conduct Act 2013 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.