Financial Services Company
last updated on 2024-02-26 14:29:01
| Rating | |
| Fund name |
CONSERVATIVE FUND |
| Membership fee per annum |
$30 |
| Fund performance 5 year |
2.8% |
| Number of members |
48 |
| Date fund started |
2018-04-03 |
| Fund type |
No data |
| Estimated annual fees |
0.7% |
| NZ invested Assets |
42.45% |
| Total value of fund |
$1 347 789 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
20% |
| Growth Assets |
23% |
| Bonds |
57% |
| Investments |
The Conservative Fund’s strategy is to invest across a range of actively managed funds to create a diversified portfolio with a focus on lower risk assets. |
