Conservative Fund
Suitable for investors seeking an investment that aims to provide moderate capital and income growth.
How has the fund performed?
Annual Return
(After deductions for chargers but before tax)
2.79%
Annualised Return Since Inception
12.17%
Annualised Return 1 Year
Risk Indicator
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 downs along the way.
This fund has a 3 out of 7 risk rating.
1
2
3
4
5
6
7
Lower Risk
Higher Risk
What does the fund invest in?
The fund primarily invests in fixed securities with a small allocation to growth assets. While the fund is conservative in nature, it may still experience short-term negative return particularly in times of heightened volatility.
Target Investment Mix (%)
Target Investment Mix (%)
Satellite Strategies are:
- PG-BlackRock Global Alternatives Fund
- PG-Openly High Conviction Fund
- PG-Openly Income Opportunities Fund
- PG-Openly Strategic Growth Fund
Significant Holdings
New Zealand
New Zealand
New Zealand
New Zealand
New Zealand
The top five investments make up x% of the fund.
