The Foundation Series Balanced Fund (the Fund) is a PIE-compliant New Zealand-domiciled fund with investments managed by InvestNow Savings and Service Limited (InvestNow). Implemented Investment Solutions (IIS) is the issuer and manager of the Fund. The Fund is registered as an offer within a Managed Investment Scheme under the Financial Markets Conduct Act 2013 and is regulated by the FMA.
The Fund provides investors with access to low cost diversified portfolio of assets. It aims for mid-range long-run returns by investing in a diversified portfolio with a balance of income and growth assets. The Fund invests in a variety of asset classes and investment can be either directly in securities (including derivatives) or via a suitable fund, both in New Zealand and internationally.
InvestNow is the investment manager for the Fund. InvestNow selects underlying funds and/or appoints investment managers.