| Home | KiwiSaver | About Brook | Fund Profiles | Investment Process | Contact Us | Performance |
.gif){kind=icon}
Growth Fund
Growth Fund
The objective of the Growth Fund is to achieve investment growth in the long term by investing primarily in growth assets. Its allocation to each asset class will be as follows:
| Global Equities | Benchmark | 50% |
|---|---|---|
| Range | 30% to 70% | |
| Australasian Equities | Benchmark | 40% |
| Range | 20% to 60% | |
| Infrastructure & Property | Benchmark | 10% |
| Range | 0% to 25% | |
| Fixed Interest & Cash | Benchmark | 0% |
| Range | 0% to 20% |
The Growth Fund is suitable for investors taking a long term view (at least 10 years). There may be periods when returns are negative but Brook believes that, over time, Growth Assets are likely to deliver the best results for your savings.
