Diversified Funds

GoalsGetter Salt Sustainable Growth Fund

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About the fund

The Fund invests in a diversified mix of growth and defensive assets with a focus on securities with high ESG factor scores.

Risk Indicator (volatility)

1
2
3
4 Medium to High
5
6
7

Target Asset Allocation

Growth 80.00%
Income 20.00%

Performance

GoalsGetter KiwiSaver Scheme
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Performance

at 30 September 2024
One month Three months One year Three years (p.a) Five years (p.a)
Fund performance1 1.54% 7.77%
Appropriate Market Index (AMI)2 0.55% 3.47%
  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
Salt Sustainable Growth Fund 99.19%
Cash and cash equivalents 0.81%