Compare Insurance, Mortgage Rates, KiwiSaver & more
25/11/2024
Insurance Company
last updated on 2024-02-26 14:29:08
| Rating | |
| Fund name |
BALANCED FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
6.07% |
| Number of members |
5215 |
| Date fund started |
2007-10-01 |
| Fund type |
Balanced |
| Estimated annual fees |
1.08% |
| NZ invested Assets |
- |
| Total value of fund |
$355 296 204 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
3.5% |
| Growth Assets |
60% |
| Bonds |
36.5% |
| Investments |
The Balanced Fund invests mainly in growth assets with a moderate allocation to income assets. The Fund aims to provide a medium level of return over the medium to long term. It is suitable for investors who are prepared to accept a medium level of investment risk to potentially achieve a medium return. |
