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The Fund seeks to provide equity-like returns over long timeframes with far less volatility than equities and no correlation to the NZ and Australian equity markets. We view this as an important alternative for a portion of investors’ portfolios in a world where most markets have reached unprecedented valuation levels due to historically low-interest rates.

Given the Fund's broad mandate and wide range of investment tools available, its investment performance will depend, to a larger degree than traditional equity investment funds, on Salt's skill in selecting, combining and implementing investment decisions.

Benchmark - RBNZ Official Cash Rate +5% p.a. 
Recommended investment time frame - 5 years
Inception date - 31 July 2014
Fund Size - $84 million

Monthly Fund Performance

* Performance is after all fees and before PIE tax.  

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