High Growth

High Growth invests mainly in Trans-Tasman and international shares with a small percentage invested in fixed-income assets. It was introduced on 18 November 2021.

Target asset allocation

Investment expectation

To provide higher-level returns, with a higher level of risk than the other options. As a guide to members, High Growth is expected to provide a long-term return after tax and investment expenses of 3.5% p.a. above the inflation rate, with the likelihood of a negative return approximately 1 year in every 4. Minimum suggested investment timeframe: 13 years.

 

Estimate fund charges

Estimated total annual fund charges (p.a. of net asset value). 

 

Historical returns

Information about asset classes held by High Growth

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