Investment choices

ifsinvest Balanced

Investment Objective

To achieve returns that exceed the inflation rate (change in the CPI) by 2.25% per annum (before tax), on a rolling five year basis. This is expected to be achieved around 70% of the time.

It also aims to provide a reduced likelihood of capital losses (but not a guarantee), as well as to limit the likelihood of negative annual returns to one in every six years.

Strategic Asset Allocation

SAA Balanced 0318

Effective 1 March 2018.

Growth Asset Allocation


Risk Profile

Moderate High

Investment Timeframe

7 years plus

Learn more about this model

For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents.