×

Compare Insurance, Mortgage Rates, KiwiSaver & more
23/11/2024

Home Companies Aon

Aon - ANZ BALANCED FUND

Insurance Company

last updated on 2023-12-12 12:32:47

https://cdn.moneycompare.co.nz/uploads/web/logo/1/5_AWuuaGdMZ0VrmdF9G5EiD-uIOj2HLY.png

Overview

Rating

Fund name

ANZ BALANCED FUND

Membership fee per annum

$40

Fund performance 5 year

4.24%

Number of members

960

Date fund started

2007-09-30

Fund type

Balanced

Estimated annual fees

0.97%

NZ invested Assets

23.76%

Total value of fund

$34 811 697

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

8%

Growth Assets

60%

Bonds

32%

Investments

Investments

To produce returns in excess of inflation by investing with a higher allocation to growth assets than income assets.

visit site
Add to comparison
0 items in your comparison list
  • Your comparison list is empty. Please add some products to compare