Financial Services Company
last updated on 2023-12-12 12:32:52
| Rating | |
| Fund name |
ASSET CLASS GROWTH FUND |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
6.64% |
| Number of members |
3031 |
| Date fund started |
2014-07-01 |
| Fund type |
Aggressive |
| Estimated annual fees |
1.25% |
| NZ invested Assets |
16.91% |
| Total value of fund |
$113 438 934 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
1% |
| Growth Assets |
90% |
| Bonds |
9% |
| Investments |
The Asset Class Growth Fund is suited to investors who seek potentially relatively high returns on average over the longer-term periods (ten years plus), allowing for short to medium term ups and downs. We aim to achieve this by investing primarily in growth assets, with a moderate allocation of income assets. Exposure is achieved by primarily investing in DFA Australia Limited (Dimensional) funds, utilising their Sustainability Trusts where available. |
