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25/11/2024
Financial Services Company
last updated on 2024-02-26 14:28:42
| Rating | |
| Fund name |
CONSERVATIVE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
2.6% |
| Number of members |
16115 |
| Date fund started |
2007-10-01 |
| Fund type |
Conservative |
| Estimated annual fees |
0.61% |
| NZ invested Assets |
22.41% |
| Total value of fund |
$485 250 751 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
20% |
| Growth Assets |
20% |
| Bonds |
60% |
| Investments |
The Conservative Fund invests mainly in income assets (cash and cash equivalents and fixed interest), with a smaller exposure to growth assets (equities, listed property and listed infrastructure).The fund may also invest in alternative assets.The Conservative Fund aims to achieve (after the fund charge and before tax) over the long term low relatively stable returns, allowing for small ups and downs in value. |
