Shield Conservative Class
KSA1536AU
Shield Conservative Class KSA1536AU Strategy
An internal investment approach has been crafted around dynamic asset allocation. There are three key phases to the investment process: 1. Determine an asset exposure which reflects the prevailing views on global economic trends and financial market valuations. 2. Source the best-in-breed fund managers for each desired asset type. 3. Combine these managers into a portfolio designed to meet the overall investment objective.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Why small caps could shine bright in 2025?
Small caps are currently trading at a substantial discount compared with their large-cap counterparts.
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KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,699.10 | 57.60 | -0.66% |
| CAC 40 | 8,206.56 | 17.43 | 0.21% |
| DAX 40 | 22,844.50 | 46.41 | 0.20% |
| Dow JONES (US) | 44,556.34 | 10.26 | 0.02% |
| FTSE 100 | 8,766.73 | 1.28 | -0.01% |
| HKSE | 22,898.45 | 78.36 | -0.34% |
| NASDAQ | 20,041.26 | 14.49 | 0.07% |
| Nikkei 225 | 39,164.61 | 105.79 | -0.27% |
| NZX 50 Index | 13,033.36 | 17.76 | -0.14% |
| S&P 500 | 6,129.58 | 14.95 | 0.24% |
| S&P/ASX 200 | 8,419.20 | 61.80 | -0.73% |
| SSE Composite Index | 3,351.54 | 27.05 | 0.81% |