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23/11/2024
Insurance Company
last updated on 2023-12-12 12:32:54
| Rating | |
| Fund name |
ANZ BALANCED GROWTH FUND |
| Membership fee per annum |
$23 |
| Fund performance 5 year |
6.15% |
| Number of members |
6229 |
| Date fund started |
2007-10-01 |
| Fund type |
Growth |
| Estimated annual fees |
1.14% |
| NZ invested Assets |
23.27% |
| Total value of fund |
$320 820 764 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
6% |
| Growth Assets |
65% |
| Bonds |
29% |
| Investments |
The fund invests mainly in share and listed property assets, with some exposure to cash and fixed interest assets. The fund aims to achieve investment performance ahead of inflation over the long term and achieve investment performance that reflects the level of risk applicable to the fund's underlying asset classes. |
