Overview

How is this fund different to others?

The High Growth Fund is made up of over 98% growth assets, such as shares and listed property. Globally diversified, the Fund is designed to help Kiwis build long-term wealth while lessening volatility through geographical and sector diversification. This Fund is suitable for an investor with an investment time horizon of at least 5 years.

Holdings

As at March 31, 2024

Company	Country	Industry	Weight
Microsoft Corp	US	Information Technology	5.16%
NC Nvidia Corp	US	Information Technology	3.98%
Apple Inc.	US	Information Technology	3.95%
Fisher & Paykel Healthcare Corporation Limited	NZ	Health Care	3.49%
Amazon.com Inc	US	Consumer Discretionary	2.96%
Auckland Intl Airport Ltd	NZ	Industrials	2.59%
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Performance

• Range of returns

  -9.55%

  VS

  41.34%

  The lowest and highest 12 month returns, in 5 years as at 31 March 2024*

• Growth of $10k

  $18,823.76

  For the 5 years as at 31 March 2024, an investment of $10,000 would be up 88.24%*

• Investment Objective

  Growth & Diversification

  The fund is designed to provide long-term capital growth and diversification.

*These are the gross index returns, not including fees or taxes.

Returns

As at March 31, 2024

Risk

The risk indicator 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 downs along the way. The lowest risk rating doesn’t mean “risk-free” and this risk indicator is not a guarantee of a Fund’s future performance.