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5/11/2024

Home Companies Simplicity

Simplicity - CONSERVATIVE FUND

Financial Services Company

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

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Overview

Rating

Fund name

CONSERVATIVE FUND

Membership fee per annum

0.00

Fund performance 5 year

2.49%

Number of members

3189

Date fund started

2016-09-01

Fund type

Conservative

Estimated annual fees

0.31%

NZ invested Assets

44.47%

Total value of fund

$132 513 011

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

2%

Growth Assets

23%

Bonds

75%

Investments

Investments

The Conservative Fund provides investors with a limited exposure to growth assets, but most of its investments are in income assets.

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