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Morningstar Fund Report

Salt Sustainable Growth

Retail

Fund Report | Report generated 09 Aug 2022 |

Performance

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Growth of $10,000

Fund
Fund: Salt Sustainable Growth
Index
Index: Morningstar NZ Growth Tgt Alloc NR NZD
Category
Category: Multisector - Growth

Financial Year Total Returns

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Trailing Total Returns

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Total Return +/- Cat +/- Index Cat Rank
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1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 15 Sep 2021
Responsible Entity Salt Investment Funds Limited
Fund Manager Salt Investment Funds Limited
Base Currency $NZ
Net Assets $Mil
(as at 04 Aug 2022)
53.38
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions Semi-Annually

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 05 Aug 2022

APIR Code --
Legal Type Investment Trusts
Status Open
Category Multisector - Growth
Entry Price $ 0.9679
Exit Price $ 0.9640
Exit Price
1 Week Change $
0.0015

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at --

Total Cost Ratio (Prospective) --
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --