Māpua Wealth Portfolios
Māpua Wealth
40% Growth
60% Income
Suitable for investors with an investment time horizon of at least four years before seeking to spend large amounts of their portfolio. This portfolio is targeting moderate portfolio growth and should suit investors able to accept moderate volatility.
Portfolio Performance
| Period ending 31 March 2025 | |||
| 1 year | 3 years | 5 years | Since inception |
| 7.45% | 5.44% | - | 5.24% |
Investment Objective
The investment objective of the portfolio is to outperform the respective index portfolio as defined by the benchmarks below. Performance is evaluated on a gross basis (before tax, fees and other expenses have been taken into account) over the period of the minimum time horizon for which the portfolio is stated as being suitable.