Financial Services Company
last updated on 2023-12-12 12:32:50
| Rating | |
| Fund name |
CAPITAL GUARANTEED FUND |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
1.27% |
| Number of members |
8654 |
| Date fund started |
2014-07-01 |
| Fund type |
Conservative |
| Estimated annual fees |
0.9% |
| NZ invested Assets |
5.84% |
| Total value of fund |
$77 153 275 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
80% |
| Growth Assets |
10% |
| Bonds |
10% |
| Investments |
The Capital Guaranteed Fund is suited to investors who seek relatively modest returns allowing for some shorter-term ups and downs, supported by a capital guarantee. We aim to achieve this by investing primarily in income assets, while including some growth assets. |
