Fund Profiles
The Asteron KiwiSaver Scheme is comprised of 9 funds altogether, and offers a
range of conservative, multi sector funds, as well as Asteron's SRI or Socially
Responsible Investment Share Fund.
Click on the link to download a copy of the Asteron KiwiSaver Scheme
Investment Statement, or click on individual links below to download
details of a specific Asteron KiwiSaver Scheme fund.
| Multi-sector Funds |
This Fund Suits |
| Asteron
Conservative Fund
|
People wanting a portfolio that provides a
strong degree of security and stability.
|
| Asteron
Balanced Fund |
People wanting a diversified portfolio of
growth and income assets. This fund will have a medium degree of risk and
variability in investment returns in exchange for greater capital growth |
| Asteron
Balanced Growth Fund |
People wanting a growth portfolio and willing to
accept a higher degree of variability of returns.
|
| Single-sector Funds |
This Fund Suits |
| Asteron
Capital Fund |
People wishing to invest in a fund that has an
extremely high level of security and stability, but at the same time presents
the possibility of returns in excess of on-call Bank deposits. |
| Asteron High Yield Fixed Interest Fund
|
People who feel particularly comfortable with
fixed income type investments, but seek a return in the medium term in excess
of that available from Government stock.
|
| Asteron Trans-Tasman Small Companies Share Fund |
People who are prepared to accept significant
fluctuations in value from time to time with the prospect of superior longer
term returns through exposure to a broad selecton of Australian and New Zealand
small capitalisation shares. |
| Asteron
Socially Responsible Investment Share Fund |
People who wish to combine their longer term
financial objectives and recognise the importance of ethical and sustainable
investment. Asteron's SRI fund invests in shares, so investors must be
prepared to accept fluctuations in value from time-to-time. |
| Asteron
International Share Fund |
People who prefer to let the investment manager
select shares from markets around the world knowing the significant
fluctuations in the value of investments from time to time should in the long
term produce greater investment returns. |
| Asteron
Global Property Fund |
People who are prepared to accept significant
fluctuations in value from time to time in return for the potentially higher
yields to be expected from property based investments around the globe. |
Applications must be made on the application form in the Asteron KiwiSaver Scheme
Investment Statement.
|