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ASB Balanced Fund

About this fund

Objective: To provide moderate to high total returns with a negative return expected less than one in every five years.

Target investment mix

For more information about how we manage the ASB Balanced Fund see the Statement of Investment Policy and Objectives.

How has this fund performed?

View the latest fund returns

Click here for the Superannuation Master Trust unit prices  

Additional information

The above information is a summary only. For further details please refer to the ASB Superannuation Master Trust Product Disclosure Statement or the register of offers of financial products at www.business.govt.nz/disclose (search for ASB Superannuation Master Trust).

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

Interests in the ASB Superannuation Master Trust (Scheme) are issued by ASB Group Investments Limited, a wholly owned subsidiary of ASB Bank Limited (ASB). ASB provides Scheme administration and distribution services. No person guarantees interests in the Scheme. Interests in the Scheme are not deposits or other liabilities of ASB. They are subject to investment risk, including possible loss of income and principal invested. For more information see the ASB Superannuation Master Trust Product Disclosure Statement available from this website and the register of offers of financial products at www.business.govt.nz/disclose (search for ASB Superannuation Master Trust).

Superannuation Master Trust ASB Balanced Fund