Integrated financial products: Review of managed fund documentation

This report focuses on a review of disclosure practices for a sample of managed funds (including KiwiSaver funds) that use an ‘integrated financial product’ (IFP) label in their name or description (e.g. sustainable, ethical, green). The aim of this review was to better understand how Managers of these funds provide information to help people make investment decisions, including information about the risks and benefits of IFP Funds.

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