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23/11/2024

Home Companies Simplicity

Simplicity - BALANCED FUND

Financial Services Company

last updated on 2024-02-26 14:28:58

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Overview

Rating

Fund name

BALANCED FUND

Membership fee per annum

0.00

Fund performance 5 year

5.8%

Number of members

13518

Date fund started

2016-09-01

Fund type

Balanced

Estimated annual fees

0.31%

NZ invested Assets

37.4%

Total value of fund

$565 534 216

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

2%

Growth Assets

59%

Bonds

39%

Investments

Investments

The Balanced Fund provides investors with an exposure to a mix of growth and income assets.

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