Diversified Funds

GoalsGetter Harbour Active Growth Fund

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About the fund

The Fund aims to provide investors with exposure to a wide range of domestic and global assets. The Fund invests approximately two thirds in growth assets and approximately one third into more defensive assets.

Risk Indicator (volatility)

1
2
3
4 Medium to High
5
6
7

Target Asset Allocation

Growth 65.00%
Income 30.00%
Other 5.00%

Performance

GoalsGetter KiwiSaver Scheme
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Performance

at 31 August 2024
One month Three months One year Three years (p.a) Five years (p.a)
Fund performance1 0.13% 3.37%
Appropriate Market Index (AMI)2 0.20% 4.96%
  1. Returns are before tax and after the deduction of fees and expenses and including tax credits (if any).
  2. AMI: Bloomberg NZBond Credit 0+ year Index.

Cumulative Returns Since Inception, $10,000 invested

Top 10 Holdings

Security Name Percentage
Harbour Active Growth Fund 99.46%
Cash and cash equivalents 0.54%