Aims to outperform the Reserve Bank of New Zealand’s Consumer Price Index +5% p.a. benchmark on a rolling five-year basis by investing in a diversified mix of growth and defensive assets with a focus on securities with strong ESG credentials.

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FUND FACTS

Benchmark - RBNZ Consumer Price Index +5% p.a.
Recommended investment time frame - 5 years
Inception date - 15 September 2021

Fund Size - $61 million