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5/11/2024

Generate KiwiSaver - BALANCED FUND

Financial Services Company

last updated on 2023-12-12 12:33:45

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Overview

Rating

Fund name

BALANCED FUND

Membership fee per annum

$36

Fund performance 5 year

-

Number of members

6331

Date fund started

2022-05-16

Fund type

Balanced

Estimated annual fees

1.25%

NZ invested Assets

-

Total value of fund

$191 768 856

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

5%

Growth Assets

60%

Bonds

35%

Investments

Investments

The Balanced Fund aims to provide a medium return over the medium term. It invests in an actively managed portfolio made up of slightly more growth asssets than income assets. Volatility is likely to be medium to high. Returns will vary and may be low or negative at times.