Choose the right fund
Your Score is /43
Based on your score consider the following fund(s)
Lifestages Income Fund
The Lifestages Income Fund invests mainly in cash and fixed interest investments with a smaller allocation to shares (20%). The fund aims to provide a low risk investment option that preserves capital over the long term. This fund may suit you if you are nearing retirement age, buying your first home or it is more important to you maintain the capital value of your investments than to grow them. Contact one of our FANZ Private Wealth Advisers
Lifestages KiwiSaver High Growth Fund
The Lifestages KiwiSaver High Growth Fund is invested mainly in shares (Australasian and international) with a smaller allocation to cash and fixed interest. Shares have historically tended to have greater risk and also higher returns than other types of assets over the longer term. This fund may suit you if you have a long term investment time frame of 10 years or more. You also need to be comfortable having a fund with a high proportion of growth assets whose value may fluctuate from time to time. Contact one of our FANZ Private Wealth Advisers
If both funds are listed above, we would suggest an allocation to each of the funds should be considered.
Important note: Be aware that this questionnaire is a general guide only, and doesn't take into account your own personal situation and any specific needs or other factors you may want to allow for. We recommend that you speak to a FANZ Private Wealth adviser before you make an investment decision to ensure your decision is appropriate to your needs and circumstances.