Foundation Series US Dividend Equity Fund
The Fund aims for high long-run returns by investing in an Exchange-Traded Fund (‘ETF’) that invests in high dividend yielding shares issued by companies in the United States that have a record of consistently paying dividends.
Higher numbers mean bigger ups and downs in value.
Set by the fund manager. No InvestNow account fees.
Or $50 per fund with a Regular Investment Plan.
Buy/sell spread 0% / 0%.
About this fund
The Fund aims for high long-run returns by investing in an Exchange-Traded Fund (‘ETF’) that invests in high dividend yielding shares issued by companies in the United States that have a record of consistently paying dividends. The Fund’s objective is to perform broadly in line with the return of its investment benchmark before fees and tax over the long-term. The Fund’s investment benchmark is the Dow Jones U.S. Dividend 100 Index (NZD) TR.
Before investing, read the Product Disclosure Statement and latest fund update.
Fund facts
Fund performance
Returns are shown after fund fees and before tax. Periods longer than one year are annualised.
Growth of $10,000
A growth chart isn't available for this fund yet.
Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.
Fees and costs
InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.
Fund documents
Read the Product Disclosure Statement and other fund information before you invest.
InvestNow
There are 10 investment options from the Foundation Series Funds (Foundation Series) available on the InvestNow platform – including a range of Diversified and International Equities Funds.
The Foundation Series Funds are InvestNow’s house-brand range of funds designed to provide simple, diversified exposure to key investment markets. The Foundation Series Funds are structured with choice, transparency, and value top of mind, to offer long-term investors access to some of the most cost-effective investment funds in New Zealand.
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Ready to invest in Foundation Series US Dividend Equity Fund?
Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.