Balanced Fund

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    Unit price

    $1.0393

    as at 11/11/2026
    See fund overview

    Our Managed Funds

    • Cash Fund

      Aims to provide stable returns and reduce the potential of capital loss over the short to medium term by investing in New Zealand cash and New Zealand short term fixed interest assets.

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    • Conservative Fund

      Aims to provide stable returns over the long term by investing mainly in income assets with a modest allocation to growth assets.

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    • Balanced Fund

      Aims to provide a balance between stability of returns and growing your investment over the long term by investing in a mix of income and growth assets.

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    • Growth Fund

      Aims to grow your investment over the long term by investing mainly in growth assets.

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    • Aggressive Fund

      Aims to grow your investment over the long term by investing predominantly in growth assets.

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    • Income Fund

      Aims to provide stable returns over the long term by investing in New Zealand and international fixed interest assets.

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    • Property & Infrastructure Fund

      Focuses on growth of your investment over the long term by investing in New Zealand and international property and infrastructure assets.

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    • New Zealand Growth Fund

      Focuses on growth of your investment over the long term by investing in quality New Zealand companies which can consistently produce increasing earnings.

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    • Australian Growth Fund

      Focuses on growth of your investment over the long term by investing in quality Australian companies which can consistently produce increasing earnings.

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    • International Growth Fund

      Focuses on growth of your investment over the long term by investing in quality international companies which can consistently produce increasing earnings.

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