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Booster - BALANCED FUND

Financial Services Company

last updated on 2024-02-26 14:28:36

Overview

Rating
Fund name	BALANCED FUND
Membership fee per annum	$36
Fund performance 5 year	5.59%
Number of members	35689
Date fund started	2007-10-01

Fund type	Balanced
Estimated annual fees	1.19%
NZ invested Assets	30.27%
Total value of fund	$784 279 464
Data last updated	2024-02-22 21:10:31

Fund investment mix

Cash	2%
Growth Assets	60%

Bonds

38%

Investments

Investments

The Balanced Fund is suited to investors who seek a medium level of returns on average over medium term periods (five years plus), allowing for shorter-term ups and downs. We aim to achieve this by investing in a mix of income and growth assets.

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