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22/11/2024

Fisher Funds - BALANCED FUND

Financial Services Company

last updated on 2024-02-26 14:28:32

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Overview

Rating

Fund name

BALANCED FUND

Membership fee per annum

0.00

Fund performance 5 year

5.85%

Number of members

42890

Date fund started

2007-10-01

Fund type

Balanced

Estimated annual fees

0.94%

NZ invested Assets

35.79%

Total value of fund

$1 625 849 676

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

3%

Growth Assets

60%

Bonds

37%

Investments

Investments

The fund aims to provide a balance between stability of returns and growing your investment over the long term by investing in a mix of income and growth assets