×

AMP - ANZ CONSERVATIVE FUND

Insurance Company

last updated on 2023-12-12 12:33:25

https://cdn.moneycompare.co.nz/uploads/web/logo/1/LAsb59jwz_TPZKnYtOuhpjkRCJoytXyg.png

Overview

Rating

Fund name

ANZ CONSERVATIVE FUND

Membership fee per annum

$23

Fund performance 5 year

2.44%

Number of members

661

Date fund started

2016-07-28

Fund type

Conservative

Estimated annual fees

1.04%

NZ invested Assets

22.41%

Total value of fund

$20 370 595

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

20%

Growth Assets

20%

Bonds

60%

Investments

Investments

The fund invests mainly in cash and fixed interest assets, with a smaller exposure to share and listed property 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.