We aim to achieve positive long-term returns by investing in selected Australian shares.
These kinds of investments will typically have very high levels of movement up and down in value. They can be suitable for someone who wants to invest in shares and is comfortable with that level of movement, with a view to achieving higher longer-term returns.
We aim to invest in...
The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and down along the way.
This fund started on 16/9/2016. We’ve calculated the risk indicator using market index return data for periods before that date, and actual fund return data afterwards. Using market index return data may make the risk indicator a less reliable indicator of how much fund values might go up and down in future. If a fund mainly invests into another fund with a higher risk indicator, we’ve used that higher number.
At least five years
Morningstar, are a leading global provider of independent investment research that rank and report on Funds within New Zealand and Australia. View the latest Fund Report for Summer Australian Equities here.