First Conservative Balanced Pen

45555

First Conservative Balanced Pen 45555 Strategy

This option is designed to provide more stable returns than the Shares Plus, Growth or Balanced options. It is at the lower end of the risk / return range and is likely to underperform against the Shares Plus, Growth or Balanced options over the medium to long term.
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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New Zealand ESG Funds draw bumper inflows in Q2 2026

Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
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The 10 US stocks top fund managers are selling in a jittery market

Top investors have been selling these stocks recently.
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The index fund turns 50: How Jack Bogle changed investing forever

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Morningstar Investment Ideas

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