Financial Services Company
last updated on 2024-02-26 14:28:36
| Rating | |
| Fund name |
CONSERVATIVE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
2.75% |
| Number of members |
3451 |
| Date fund started |
2014-07-01 |
| Fund type |
Conservative |
| Estimated annual fees |
0.38% |
| NZ invested Assets |
23.68% |
| Total value of fund |
$47 957 143 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
30% |
| Growth Assets |
20% |
| Bonds |
50% |
| Investments |
The Conservative Fund is suited to investors who seek modest returns on average over the short to medium term, allowing for some shorter-term ups and downs. We aim to achieve this by investing primarily in income assets, while including some growth assets. |
