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1/11/2024

Home Companies Westpac

Westpac - BALANCED FUND

Bank

last updated on 2024-02-26 14:28:52

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Overview

Rating

Fund name

BALANCED FUND

Membership fee per annum

0.00

Fund performance 5 year

5.02%

Number of members

89413

Date fund started

2007-10-01

Fund type

Balanced

Estimated annual fees

0.5%

NZ invested Assets

37.87%

Total value of fund

$2 072 105 647

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

4%

Growth Assets

60%

Bonds

36%

Investments

Investments

The Balanced Fund aims to provide medium returns over the medium to long term. The fund has a higher target allocation to growth assets than to income assets. Volatility is expected to be higher than the Default Balanced Fund but lower than the Growth Fund in the Westpac KiwiSaver Scheme.

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