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5/11/2024
Financial Services Company
last updated on 2024-02-26 14:28:42
| Rating | |
| Fund name |
BALANCED GROWTH FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
6.24% |
| Number of members |
9911 |
| Date fund started |
2007-10-01 |
| Fund type |
Growth |
| Estimated annual fees |
1% |
| NZ invested Assets |
23.27% |
| Total value of fund |
$606 696 698 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
6% |
| Growth Assets |
65% |
| Bonds |
29% |
| Investments |
The Balanced Growth Fund invests mainly in growth assets (equities, listed property and listed infrastructure), with some exposure to income assets (cash and cash equivalents and fixed interest). The fund may also invest in alternative assets.The Balanced Growth Fund aims to achieve (after the fund charge and before tax) over the long term moderate to high returns, allowing for moderate to large ups and downs in value. |
