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6/11/2024
Financial Services Company
last updated on 2023-12-12 12:33:18
| Rating | |
| Fund name |
BALANCED FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
4.29% |
| Number of members |
3419 |
| Date fund started |
2015-10-09 |
| Fund type |
Balanced |
| Estimated annual fees |
0.84% |
| NZ invested Assets |
18.82% |
| Total value of fund |
$105 890 185 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
4% |
| Growth Assets |
60% |
| Bonds |
36% |
| Investments |
Invests mainly in growth assets such as share and real assets, with about 40% invested in defensive assets such as fixed interest and cash. May be suitable for investors who want a diversified investment with exposure to shares, real assets, fixed interest and cash, who are comfortable with a higher degree of volatility in returns than can be expected from the Moderate fund and who can invest for the long term. |
