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The Fund invests in a diversified mix of growth and defensive assets with a focus on securities with high ESG factor scores.
Risk Indicator (volatility)
Target Asset Allocation
This number indicates the relative 'risk' level of this fund based on the types of assets it is invested in, ranging from level 1 (least risky) to 7 (most risky).
| Risk category | Description of volatility |
| 1 | Very low |
| 2 | Low |
| 3 | Medium |
| 4 | Medium to High |
| 5 | High |
| 6 | Very high |
| 7 | Extremely high |
The risk indicators are calculated using returns of the funds, the returns of the fund’s market index or a combination of both, for the previous five years. Index returns or a mix are used if the fund has existed for less than five years. All Managers are required to use the same methodology so you can compare the risk of different funds if you are researching more than one manager.
Salt Funds Management, a New Zealand boutique investment firm founded in 2014, is 100% staff-owned, allowing flexibility to meet client needs and market changes. Initially focused on domestic equities, Salt has since expanded its offerings to include global equities, fixed income, real assets, and alternatives. Salt also provides diversified fund solutions for income and growth, partnering with Morgan Stanley (London) and Cohen & Steers (New York) for global asset management.
| One month | Three months | One year | Three years (p.a) | Five years (p.a) | |
|---|---|---|---|---|---|
| Fund performance1 | 2.11% | 5.47% | |||
| Appropriate Market Index (AMI)2 | 3.45% | 6.83% |
AMI (appropriate market index) is a theoretical portfolio with similar underlying assets as the fund. This allows investors to see a comparison of how the value of those assets have changed in the market relative to the fund.
| Security Name | Percentage |
|---|---|
| Salt Sustainable Growth Fund | 93.59% |
| Cash and cash equivalents | 6.41% |
