Hunter Balanced Fund

The Hunter Balanced Fund (the Fund) is a PIE-compliant New Zealand-domiciled fund with investments managed by Hunter Investment Management (Hunter). 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.

Hunter promotes and distributes the Fund.  Tony Hildyard is the Managing Director and is responsible for managing all client relationships.

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.

Hunter is the investment manager for the Fund.  Hunter selects underlying funds and/or appoints investment managers.

The key features of the Fund:

  • Providing investors with a PIE compliant fund
  • Passively managed with the objective to perform broadly in line with the return of its investment benchmark before fees and tax over the long-term.
  • The benchmark for the Fund is the weighted average return (before tax, fees and other expenses) of the benchmark indices into which the Fund invests.
Read More about Hunter Investment Management

Documents

Investment Manager Hunter Investment Management Limited
Investment Policy and Objectives Provides exposure to a range of asset types and invests in passively and actively managed underlying funds selected by Hunter.
Any international equity exposure will be unhedged.Objective: to perform broadly in line with the return of its investment benchmark before fees and tax over the long-term.
Investment Strategy The Fund invests in international equities, australasian equities, international fixed interest, NZ fixed interest, and cash and cash equivalents.  Investment can be either directly in securities (including derivatives) or via a suitable fund.

Hunter’s investment philosophy is based on the following beliefs:

  • both active and passive investment strategies can play valuable roles within portfolio construction;
  • strategic asset allocation is the most critical component in determining long-term investment returns and the trade-off between risk and return;
  • diversification across a range of asset classes and within those asset classes is an important risk mitigation factor;
  • regular rebalancing is beneficial to ensure appropriate risk tolerances are maintained so long as this is undertaken in a cost effective way;
Benchmark The investment benchmark for the Fund is the weighted average return (before tax, fees and other expenses) of the benchmark indices into which the Fund invests.
Minimum Investment Timeframe 5+ Years