InvestNow Salt Capital Growth

The InvestNow Salt Capital Growth fund holds just one position: the Salt Capital Growth Fund at 100 percent. That structure makes it a clean wrapper for retail investors accessing an established wholesale strategy, now scaled to 6.2 million dollars in total assets. The total fee sits at 1.14 percent, combining a 0.92 percent management charge with smaller operational costs.

The underlying allocation leans international, with 41 percent in offshore equities and another 15 percent in international bonds. Australasian shares account for 27 percent, while listed property takes 12 percent. The fund returned 4.1 percent over the year to March 2025, placing it 31st within the growth category. No three or five year track record is available yet, so the fund remains relatively new to the retail KiwiSaver landscape.

Salt Capital brings an active management approach, building a diversified growth portfolio across multiple asset classes rather than tracking a passive benchmark. The structure is straightforward: one fund, one manager, and a clear tilt toward offshore markets within a high risk, high growth allocation.

General information only, not financial advice. Past performance is not a reliable indicator of future results.