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EasyFunds

EasyFunds

Straightforward options for the everyday investor

  • Choose from conservative, steady income or capital growth over the long term.
  • Easily access investments in shares, property, fixed interest and cash.
  • Specifically designed to take advantage of the PIE tax saving rules.
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Designed for everyday investors, EasyFunds are simple to understand and monitor.

They use an index tracking, or passive, approach. This means each fund aims to achieve a return that matches the performance of the markets it invests in.

They have also been designed to be tax efficient for investors to handle. EasyFunds is a PIE investment, meaning any income earned in EasyFunds will be taxed at 0%, 10.5%, 17.5% or 28%.

EasyFunds invest in:

  • Diversified income assets - cash, New Zealand and world fixed interest products.
  • Diversified growth assets - global property, Australasian and world shares.

There are five funds for you to choose from. Each has a different mix of asset types. This means we can help you choose the fund which suits your investment needs best.

EasyFund Defensive

defensive

Conservative capital growth over the short to medium term. 80% income assets, 20% growth.

Further information on this fund.

EasyFund Conservative

conservative

Conservative capital growth over the short to medium term. 70% income assets, 30% growth.

Further information on this fund.

EasyFund Moderate

easyfund

Moderate capital growth over the medium to long term. 60% income assets, 40% growth.

Further information on this fund.

EasyFund Balanced

balanced

Long-term capital growth. 40% income assets, 60% growth.

Further information on this fund.

EasyFund Growth

growth

Higher long-term capital growth. 20% income assets, 80% growth.

Further information on this fund.



For more information on all funds, please contact one of our Wealth Managers. They'll listen carefully to understand your goals and offer advice to help you make the right decision.

EasyFunds are provided by ASB Group Investments Limited. Copies of the Investment Statement and current registered prospectus for EasyFunds are available by calling 0800 ASB FUNDS (0800 272 386) or by emailing invest@asb.co.nz

EasyFunds are provided by ASB Group Investments Limited. Copies of the Investment Statement and current registered prospectus for EasyFunds are available by calling 0800 ASB FUNDS (0800 272 386) or by emailing invest@asb.co.nz.

ASB Wealth Managers' disclosure statements are available on request and free of charge from your ASB Wealth Manager.

Disclaimer: The information contained in this ASB website is for informational purposes and is designed for use by New Zealand residents only. Neither the Manager, the trustee of the Fund/Trust, ASB Bank Limited, the Commonwealth Bank of Australia Group, nor any of their directors, nor any other person guarantees the securities offered or any of the investments or returns made in respect of the Fund/Trust. The securities offered are subject to investment risk including loss of income and principal invested.