The Fund’s investment objective is to outperform the S&P/NZX 50 Gross Index on a rolling three-year basis by investing predominantly in New Zealand shares but with the ability to invest opportunistically in Australian shares.

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The Fund targets a portfolio of shares of New Zealand companies that may, in our opinion, provide a high total return. The Fund may also invest opportunistically in shares of Australian companies.

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FUND FACTS

Benchmark - S&P/NZX 50 Gross Index.
Recommended investment time frame - 5 years
Inception date - 1 December 2020
Fund Size - $43 million