Investment Options

There are three Investment Options available to you via kiwiSTART® Select. When selecting an Investment Option you need to consider your appetite for investment risk. We recommend that you seek advice from a Craigs Investment Partners Adviser before making an investment decision.

Self-selected Portfolios 

A self-selected portfolio gives you the flexibility to create your own portfolio, giving you control over the asset allocation and the securities that make up your investment.

In conjunction with your Craigs Investment Adviser, you can select from our list of nominated securities, giving you global Investment Options across a range of sectors and securities. A list of the current nominated securities is available from your Craigs Investment Partners Adviser on request.

Your self-selected Investment Options include:

Cash and Fixed Interest	New Zealand Equities	Global Funds
Access to your cash via Craigs Investment Partners Cash Management Accounts. Access to fixed interest securities via our Defined Portfolios Fixed Interest Fund or Conservative Fund.	Select from our list of nominated securities for access to New Zealand shares through listed index funds that track local stockmarket indices or choose our Defined Portfolios New Zealand Equity Fund.	Select from our list of nominated securities for access to investment funds that provide an easy and diversified way to invest in global markets and themes such as emerging markets.
Property	Australian Equities	Global Equities
Select from our list of nominated securities for access to local and global listed property funds that invest in, or have interests in, the property industry.	Select from our list of nominated securities for access to Australian shares through listed index funds that track local stock market indices or choose our Defined Portfolios Australian Equity Fund.	Select from our list of nominated securities for access to direct investment in global shares in the US, UK, Europe, Asia and emerging markets.

Defined Portfolios

The Defined Portfolios provide easy access to a diversified range of risk based Investment Options. The range of Investment Options include the following funds:

• Fixed Interest
• Conservative
• Balanced
• Balanced Socially Responsible Investment (SRI)
• Growth
• Equity
• New Zealand Equity
• Australian Equity

1 An investment direction that includes a combination of funds will need to be approved by the manager.

To find out more about Defined Portfolio read the kiwiSTART® Select Investment Statement or the Defined Portfolios Investment Statement.