Aggressive (Superplan/VIP Superplan)
This fund aims to achieve strong capital growth, by managing the portfolio aggressively in terms of leveraged positions and seeking out undervalued equity shares with potential to out-perform the sharemarket indices in their respective markets. The fund currently utilises a multi-strategy, multi-manager style approach. There are no restrictions as to which markets may be selected but the primary focus for the foreseeable future will be on equity investments and a multi-strategy hedge fund.
Balanced (Superplan/VIP Superplan)
This is a diversified fund that aims to achieve capital growth over the medium to long term, with a medium risk strategy. The fund’s investment exposure is split between share and fixed interest investments, both nationally and internationally.
Capital (Superplan/VIP Superplan)
This fund aims to achieve a reliable rate of return while preserving capital value. The fund’s investment exposure is to high quality short-term deposits and cash. Asteron have provided an assurance that the sell price of units in this fund will never fall.
Conservative (Superplan/VIP Superplan)
This is a diversified fund that aims to achieve consistent growth over the medium to long term with a relatively low risk strategy. The fund’s investment exposure is dominated by fixed interest investments. Share and fixed interest investments in international markets are included to enhance the fund’s overall growth prospects.
Dynamic (Superplan/VIP Superplan)
This is a diversified fund that aims to achieve high capital growth over the medium to long term, with an aggressive, higher risk strategy. The fund’s investment exposure is split between share and fixed interest investments, both nationally and internationally.
Emerging Markets (Superplan/VIP Superplan)
This fund aims to achieve capital growth through investment in shares. The fund’s investment exposure is to countries with high growth economies, newly industrialised countries or countries with newly liberalised markets. It is suitable for investors who have already taken care of their basic investment requirements and are willing to risk some ‘surplus’, or to those who have longer-term investment goals. The fund currently utilises a mixture of funds offered by international fund managers, but may invest in other suitable Trusts, Funds or directly into appropriate global shares.
The Company reserves the right at any time and without notice to delay payment of units for up to 12 months if the Company believes this is desirable to maintain the integrity of the fund.
European (Superplan/VIP Superplan)
This fund aims to achieve long term capital growth by focusing on the European Union. This fund invests either directly or via suitable unit trusts or other funds in shares on the major European stock exchanges. The fund currently utilises a mixture of funds offered by international fund managers, but may invest in other suitable Trusts, Funds or directly into appropriate global shares.
Far East (Superplan/VIP Superplan)
This fund aims to achieve long term capital growth by providing exposure to shares listed on the major Asian sharemarkets, including Japan, South Korea, Taiwan, Hong Kong and Singapore. This fund invests either directly or via suitable unit trusts or other funds. The fund currently utilises a mixture of funds offered by international fund managers, but may invest in other suitable Trusts, Funds or directly into appropriate global shares.
Global (Superplan/VIP Superplan)
This fund aims to achieve capital growth through exposure to a diverse range of international share markets around the world. The fund currently utilises a mixture of funds offered by international fund managers, but may invest in other suitable Trusts, Funds or directly into appropriate global shares.
Global Bond (Superplan/VIP Superplan)
This fund aims to achieve the best possible returns through investment in fixed interest markets. The fund’s investment exposure is to high quality fixed interest securities anywhere in the world. The fund currently utilises one international fund manager, but may invest in other suitable Trusts, Funds or directly into appropriate global fixed interest assets.
North American (Superplan/VIP Superplan)
This fund aims to achieve long term capital growth by providing exposure to shares on the major sharemarkets of the United States and Canada. The fund invests either directly or via suitable unit trusts or other funds in shares. The fund currently utilises a mixture of funds offered by international fund managers, but may invest in other suitable Trusts, Funds or directly into appropriate global shares.
NZ Bond (Superplan/VIP Superplan)
This fund aims to achieve sound medium to long term returns. This fund’s investment exposure is to quality long term New Zealand fixed interest securities.
NZ Shares (Superplan/VIP Superplan)
This fund aims to achieve investment growth over the medium to long term. The fund’s investment exposure is predominantly to shares listed on the New Zealand Stock Exchange but it may also hold some shares listed on the Australian Stock Exchange, or unlisted stocks.
NZ Smaller Companies (Superplan/VIP Superplan)
This fund aims to achieve investment growth over the medium to long term. The fund’s investment exposure is to smaller and medium sized companies, many of which are listed on the Australian and New Zealand sharemarket.
Property (Superplan/VIP Superplan)
This fund aims to achieve long term capital gain through investment in a portfolio of property shares and unit trusts. The fund’s investment exposure is to commercial, industrial and retail properties. This could be both directly or through listed property trusts or companies.
Trans Tasman (Superplan/VIP Superplan)
This fund aims to achieve long term capital growth by investing in shares in companies on both sides of the Tasman. The fund’s investment exposure is to the Australian and New Zealand sharemarkets, to both well-established companies and those that promise growth.
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